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CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameCALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN
Plan identification number 001

CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CALIFORNIA ACADEMY OF SCIENCES has sponsored the creation of one or more 401k plans.

Company Name:CALIFORNIA ACADEMY OF SCIENCES
Employer identification number (EIN):941156258
NAIC Classification:712100
NAIC Description: Museums, Historical Sites, and Similar Institutions

Additional information about CALIFORNIA ACADEMY OF SCIENCES

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0040179

More information about CALIFORNIA ACADEMY OF SCIENCES

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01RAUL DEL BARCO RAUL DEL BARCO2018-10-22
0012017-01-01RAUL DEL BARCO RAUL DEL BARCO2018-10-15
0012016-01-01RAUL DEL BARCO RAUL DEL BARCO2017-10-16
0012016-01-01 RAUL DEL BARCO2019-02-26
0012015-01-01TOM HOFFMAN TOM HOFFMAN2016-09-19
0012014-01-01TOM HOFFMAN TOM HOFFMAN2015-09-30
0012013-01-01RAUL DEL BARCO RAUL DEL BARCO2014-10-14
0012012-01-01RAUL DEL BARCO RAUL DEL BARCO2013-10-10
0012011-01-01RAUL DEL BARCO RAUL DEL BARCO2012-10-11
0012010-01-01RAUL DEL BARCO RAUL DEL BARCO2011-09-21
0012009-01-01RAUL DEL BARCO RAUL DEL BARCO2010-10-06
0012009-01-01RAUL DEL BARCO RAUL DEL BARCO2010-10-20

Plan Statistics for CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01758
Total number of active participants reported on line 7a of the Form 55002022-01-01364
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01426
Total of all active and inactive participants2022-01-01790
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01794
Number of participants with account balances2022-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01795
Total number of active participants reported on line 7a of the Form 55002021-01-01341
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01413
Total of all active and inactive participants2021-01-01754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-01759
Number of participants with account balances2021-01-01744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01828
Total number of active participants reported on line 7a of the Form 55002020-01-01332
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01463
Total of all active and inactive participants2020-01-01795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01797
Number of participants with account balances2020-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01807
Total number of active participants reported on line 7a of the Form 55002019-01-01375
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01451
Total of all active and inactive participants2019-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01828
Number of participants with account balances2019-01-01817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01793
Total number of active participants reported on line 7a of the Form 55002018-01-01368
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01438
Total of all active and inactive participants2018-01-01806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01807
Number of participants with account balances2018-01-01797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01787
Total number of active participants reported on line 7a of the Form 55002017-01-01357
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01436
Total of all active and inactive participants2017-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01793
Number of participants with account balances2017-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01759
Total number of active participants reported on line 7a of the Form 55002016-01-01353
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01440
Total of all active and inactive participants2016-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01793
Number of participants with account balances2016-01-01787
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01709
Total number of active participants reported on line 7a of the Form 55002015-01-01463
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01296
Total of all active and inactive participants2015-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01759
Number of participants with account balances2015-01-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01792
Total number of active participants reported on line 7a of the Form 55002014-01-01426
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01376
Total of all active and inactive participants2014-01-01811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01811
Number of participants with account balances2014-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01761
Total number of active participants reported on line 7a of the Form 55002013-01-01443
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-01325
Total of all active and inactive participants2013-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01777
Number of participants with account balances2013-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01712
Total number of active participants reported on line 7a of the Form 55002012-01-01413
Number of retired or separated participants receiving benefits2012-01-018
Number of other retired or separated participants entitled to future benefits2012-01-01323
Total of all active and inactive participants2012-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01744
Number of participants with account balances2012-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01672
Total number of active participants reported on line 7a of the Form 55002011-01-01375
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-01316
Total of all active and inactive participants2011-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01697
Number of participants with account balances2011-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01641
Total number of active participants reported on line 7a of the Form 55002010-01-01358
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-01294
Total of all active and inactive participants2010-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01655
Number of participants with account balances2010-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01484
Total number of active participants reported on line 7a of the Form 55002009-01-01315
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01277
Total of all active and inactive participants2009-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01595
Number of participants with account balances2009-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$106,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,237,312
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,037,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,951,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,526,758
Value of total assets at end of year2022-12-31$75,381,710
Value of total assets at beginning of year2022-12-31$87,550,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,320
Total interest from all sources2022-12-31$494,968
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,721,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,721,567
Administrative expenses professional fees incurred2022-12-31$32,550
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,327,792
Participant contributions at end of year2022-12-31$125,765
Participant contributions at beginning of year2022-12-31$75,000
Participant contributions at end of year2022-12-31$74,085
Participant contributions at beginning of year2022-12-31$120,959
Assets. Other investments not covered elsewhere at end of year2022-12-31$71,924
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$70,104
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$106,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$1,839
Administrative expenses (other) incurred2022-12-31$35,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,275,226
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,275,588
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,550,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$62,109,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$73,903,656
Value of interest in pooled separate accounts at end of year2022-12-31$615,949
Value of interest in pooled separate accounts at beginning of year2022-12-31$611,194
Interest on participant loans2022-12-31$4,372
Interest earned on other investments2022-12-31$490,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,344,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,705,200
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$480,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-16,033,184
Net investment gain/loss from pooled separate accounts2022-12-31$50,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,190,379
Employer contributions (assets) at end of year2022-12-31$40,280
Employer contributions (assets) at beginning of year2022-12-31$64,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,470,883
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$13,469,894
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,941,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,829,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,959,919
Value of total assets at end of year2021-12-31$87,550,814
Value of total assets at beginning of year2021-12-31$78,022,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$111,922
Total interest from all sources2021-12-31$430,657
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,900,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,900,645
Administrative expenses professional fees incurred2021-12-31$52,130
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,021,605
Participant contributions at end of year2021-12-31$75,000
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$120,959
Participant contributions at beginning of year2021-12-31$97,872
Assets. Other investments not covered elsewhere at end of year2021-12-31$70,104
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$234,955
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$344,603
Other income not declared elsewhere2021-12-31$857
Administrative expenses (other) incurred2021-12-31$34,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$9,528,455
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,550,814
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,022,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$73,903,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$63,837,459
Value of interest in pooled separate accounts at end of year2021-12-31$611,194
Value of interest in pooled separate accounts at beginning of year2021-12-31$550,467
Interest earned on other investments2021-12-31$430,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,705,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,301,606
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$177,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,082,022
Net investment gain/loss from pooled separate accounts2021-12-31$95,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$593,711
Employer contributions (assets) at end of year2021-12-31$64,701
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,651,996
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$12,637,302
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,605,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,534,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,778,993
Value of total assets at end of year2020-12-31$78,022,359
Value of total assets at beginning of year2020-12-31$69,990,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,462
Total interest from all sources2020-12-31$495,106
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,581,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,581,481
Administrative expenses professional fees incurred2020-12-31$6,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,983,541
Participant contributions at end of year2020-12-31$97,872
Participant contributions at beginning of year2020-12-31$57,358
Assets. Other investments not covered elsewhere at end of year2020-12-31$234,955
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$103
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$135,065
Other income not declared elsewhere2020-12-31$676
Administrative expenses (other) incurred2020-12-31$24,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,031,789
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,022,359
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,990,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$40,836
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$63,837,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$56,215,697
Value of interest in pooled separate accounts at end of year2020-12-31$550,467
Value of interest in pooled separate accounts at beginning of year2020-12-31$705,144
Interest earned on other investments2020-12-31$495,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,301,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,978,016
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$349,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,787,044
Net investment gain/loss from pooled separate accounts2020-12-31$-5,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$660,387
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$34,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,184,997
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$13,528
Total transfer of assets to this plan2019-12-31$13,528
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$14,949,508
Total income from all sources (including contributions)2019-12-31$14,949,508
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,236,960
Total of all expenses incurred2019-12-31$5,236,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,143,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,143,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,496,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,496,279
Value of total assets at end of year2019-12-31$69,898,959
Value of total assets at end of year2019-12-31$69,898,959
Value of total assets at beginning of year2019-12-31$60,172,883
Value of total assets at beginning of year2019-12-31$60,172,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$93,434
Total interest from all sources2019-12-31$513,941
Total interest from all sources2019-12-31$513,941
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,441,457
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,441,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,441,457
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,441,457
Administrative expenses professional fees incurred2019-12-31$57,084
Administrative expenses professional fees incurred2019-12-31$57,084
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,022,727
Contributions received from participants2019-12-31$2,022,727
Participant contributions at end of year2019-12-31$57,358
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$103
Assets. Other investments not covered elsewhere at end of year2019-12-31$103
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$111
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$111
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$315,180
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$315,180
Other income not declared elsewhere2019-12-31$11,744
Other income not declared elsewhere2019-12-31$11,744
Administrative expenses (other) incurred2019-12-31$36,350
Administrative expenses (other) incurred2019-12-31$36,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,712,548
Value of net income/loss2019-12-31$9,712,548
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,898,959
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,898,959
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,172,883
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,172,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,215,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$56,215,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,317,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$45,317,571
Value of interest in pooled separate accounts at end of year2019-12-31$705,144
Value of interest in pooled separate accounts at end of year2019-12-31$705,144
Value of interest in pooled separate accounts at beginning of year2019-12-31$796,138
Value of interest in pooled separate accounts at beginning of year2019-12-31$796,138
Interest earned on other investments2019-12-31$513,941
Interest earned on other investments2019-12-31$513,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,978,015
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,978,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,059,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$14,059,063
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,053,222
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,053,222
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,445,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,445,967
Net investment gain/loss from pooled separate accounts2019-12-31$40,120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,158,372
Contributions received in cash from employer2019-12-31$1,158,372
Employer contributions (assets) at end of year2019-12-31$34,252
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,090,304
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,090,304
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$560,734
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,791,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,711,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,183,343
Value of total assets at end of year2018-12-31$60,172,883
Value of total assets at beginning of year2018-12-31$63,403,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$79,766
Total interest from all sources2018-12-31$572,563
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,765,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,765,424
Administrative expenses professional fees incurred2018-12-31$25,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,955,491
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$67,297
Assets. Other investments not covered elsewhere at end of year2018-12-31$111
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$101
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,673
Other income not declared elsewhere2018-12-31$15,362
Administrative expenses (other) incurred2018-12-31$54,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,230,518
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,172,883
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,403,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$45,317,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,012,740
Value of interest in pooled separate accounts at end of year2018-12-31$796,138
Value of interest in pooled separate accounts at beginning of year2018-12-31$857,163
Interest earned on other investments2018-12-31$572,563
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,059,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$14,425,637
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$805,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,015,149
Net investment gain/loss from pooled separate accounts2018-12-31$39,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,184,179
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$40,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,905,804
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,270,267
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,018,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,936,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,847,281
Value of total assets at end of year2017-12-31$63,403,401
Value of total assets at beginning of year2017-12-31$55,152,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$82,451
Total interest from all sources2017-12-31$559,536
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$928,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$928,142
Administrative expenses professional fees incurred2017-12-31$33,615
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,985,470
Participant contributions at end of year2017-12-31$67,297
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$101
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$41,524
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$692,213
Other income not declared elsewhere2017-12-31$2,080
Administrative expenses (other) incurred2017-12-31$48,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$8,251,303
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,403,401
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$55,152,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,012,740
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$40,090,726
Value of interest in pooled separate accounts at end of year2017-12-31$857,163
Value of interest in pooled separate accounts at beginning of year2017-12-31$936,564
Interest earned on other investments2017-12-31$559,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$14,425,637
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$14,083,284
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$454,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,893,539
Net investment gain/loss from pooled separate accounts2017-12-31$39,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,169,598
Employer contributions (assets) at end of year2017-12-31$40,463
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,481,516
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,618,281
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,429,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,409,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,249,654
Value of total assets at end of year2016-12-31$55,152,098
Value of total assets at beginning of year2016-12-31$50,963,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,900
Total interest from all sources2016-12-31$601,918
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$676,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$676,984
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,934,338
Assets. Other investments not covered elsewhere at end of year2016-12-31$41,524
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$16,686
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$187,518
Other income not declared elsewhere2016-12-31$11,549
Administrative expenses (other) incurred2016-12-31$19,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,188,626
Value of net assets at end of year (total assets less liabilities)2016-12-31$55,152,098
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$50,963,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$40,090,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$35,978,230
Value of interest in pooled separate accounts at end of year2016-12-31$936,564
Value of interest in pooled separate accounts at beginning of year2016-12-31$907,952
Interest earned on other investments2016-12-31$601,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$14,083,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$14,060,604
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$530,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,031,586
Net investment gain/loss from pooled separate accounts2016-12-31$46,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,127,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,879,215
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$584
Total income from all sources (including contributions)2015-12-31$3,586,691
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,793,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,785,842
Value of total corrective distributions2015-12-31$233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,043,560
Value of total assets at end of year2015-12-31$50,963,472
Value of total assets at beginning of year2015-12-31$53,170,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,515
Total interest from all sources2015-12-31$571,523
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$823,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$823,732
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,846,007
Assets. Other investments not covered elsewhere at end of year2015-12-31$16,686
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$140,268
Other income not declared elsewhere2015-12-31$-299
Administrative expenses (other) incurred2015-12-31$7,515
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,206,899
Value of net assets at end of year (total assets less liabilities)2015-12-31$50,963,472
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,170,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$35,978,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,591,793
Value of interest in pooled separate accounts at end of year2015-12-31$907,952
Value of interest in pooled separate accounts at beginning of year2015-12-31$865,851
Interest earned on other investments2015-12-31$571,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$14,060,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$14,713,311
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$281,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-922,694
Net investment gain/loss from pooled separate accounts2015-12-31$70,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,057,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,504,078
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$13,309,822
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$786
Total income from all sources (including contributions)2014-12-31$4,118,312
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,619,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,616,678
Value of total corrective distributions2014-12-31$2,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,944,370
Value of total assets at end of year2014-12-31$53,170,955
Value of total assets at beginning of year2014-12-31$38,362,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$50
Total interest from all sources2014-12-31$512,038
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$408,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$408,829
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$972,621
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$113
Other income not declared elsewhere2014-12-31$2,090
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$584
Liabilities. Value of operating payables at beginning of year2014-12-31$786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,498,942
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,170,371
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$38,361,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,591,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$26,061,452
Value of interest in pooled separate accounts at end of year2014-12-31$865,851
Value of interest in pooled separate accounts at beginning of year2014-12-31$417,724
Interest earned on other investments2014-12-31$512,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$14,713,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,882,991
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$319,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,201,219
Net investment gain/loss from pooled separate accounts2014-12-31$49,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$971,749
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$113
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,296,821
Contract administrator fees2014-12-31$50
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$84
Total income from all sources (including contributions)2013-12-31$7,074,307
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,550,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,550,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,809,466
Value of total assets at end of year2013-12-31$38,362,393
Value of total assets at beginning of year2013-12-31$32,838,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$222
Total interest from all sources2013-12-31$483,293
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$316,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$316,794
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$860,522
Participant contributions at end of year2013-12-31$113
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$86,709
Administrative expenses (other) incurred2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$786
Liabilities. Value of operating payables at beginning of year2013-12-31$84
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,523,655
Value of net assets at end of year (total assets less liabilities)2013-12-31$38,361,607
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,837,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,061,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$21,140,616
Value of interest in pooled separate accounts at end of year2013-12-31$417,724
Value of interest in pooled separate accounts at beginning of year2013-12-31$324,326
Interest earned on other investments2013-12-31$483,293
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,882,991
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,373,094
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$287,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,428,709
Net investment gain/loss from pooled separate accounts2013-12-31$36,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$862,235
Employer contributions (assets) at end of year2013-12-31$113
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,262,911
Contract administrator fees2013-12-31$222
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$84
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$57
Total income from all sources (including contributions)2012-12-31$4,766,857
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,067,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,067,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,623,069
Value of total assets at end of year2012-12-31$32,838,036
Value of total assets at beginning of year2012-12-31$29,139,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$450,360
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$122,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$122,419
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$796,666
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$27,712
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$29,737
Other income not declared elsewhere2012-12-31$1,713
Liabilities. Value of operating payables at end of year2012-12-31$84
Liabilities. Value of operating payables at beginning of year2012-12-31$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,698,907
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,837,952
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$29,139,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$21,140,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,017,540
Value of interest in pooled separate accounts at end of year2012-12-31$324,326
Value of interest in pooled separate accounts at beginning of year2012-12-31$193,097
Interest earned on other investments2012-12-31$450,360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,373,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$10,873,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,544,934
Net investment gain/loss from pooled separate accounts2012-12-31$24,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$796,666
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$27,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,067,950
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$57
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,707,126
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,588,769
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,585,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,748,864
Value of total assets at end of year2011-12-31$29,139,102
Value of total assets at beginning of year2011-12-31$29,020,688
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,325
Total interest from all sources2011-12-31$432,651
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$65,809
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$65,809
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$782,091
Participant contributions at end of year2011-12-31$27,712
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$184,682
Other income not declared elsewhere2011-12-31$3,325
Liabilities. Value of operating payables at end of year2011-12-31$57
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$118,357
Value of net assets at end of year (total assets less liabilities)2011-12-31$29,139,045
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$29,020,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,017,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,182,009
Value of interest in pooled separate accounts at end of year2011-12-31$193,097
Value of interest in pooled separate accounts at beginning of year2011-12-31$108,393
Interest earned on other investments2011-12-31$432,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$10,873,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$10,730,286
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$484,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-561,054
Net investment gain/loss from pooled separate accounts2011-12-31$17,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$782,091
Employer contributions (assets) at end of year2011-12-31$27,712
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,101,104
Contract administrator fees2011-12-31$3,325
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOHLER NIXON & WILLIAMS
Accountancy firm EIN2011-12-31770106234
2010 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$4,093,274
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$690,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$686,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,562,442
Value of total assets at end of year2010-12-31$29,020,688
Value of total assets at beginning of year2010-12-31$25,617,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,384
Total interest from all sources2010-12-31$404,312
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$28,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$28,764
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$781,221
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$25,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,402,898
Value of net assets at end of year (total assets less liabilities)2010-12-31$29,020,688
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,617,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,182,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,123,990
Value of interest in pooled separate accounts at end of year2010-12-31$108,393
Value of interest in pooled separate accounts at beginning of year2010-12-31$58,612
Interest earned on other investments2010-12-31$404,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$10,730,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$10,383,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,086,236
Net investment gain/loss from pooled separate accounts2010-12-31$11,520
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$781,221
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$25,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$686,992
Contract administrator fees2010-12-31$3,384
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOHLER NIXON & WILLIAMS
Accountancy firm EIN2010-12-31770106234
2009 : CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 1
Insurance contract or identification number500380
Number of Individuals Covered332
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 1
Insurance contract or identification number500380
Number of Individuals Covered372
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 1
Insurance contract or identification number500380
Number of Individuals Covered404
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 1
Insurance contract or identification number500380
Number of Individuals Covered417
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 1
Insurance contract or identification number500380
Number of Individuals Covered413
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 1
Insurance contract or identification number500380
Number of Individuals Covered430
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 1
Insurance contract or identification number500380
Number of Individuals Covered449
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 2
Insurance contract or identification number500380
Number of Individuals Covered464
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104030
Policy instance 1
Insurance contract or identification number104030
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500380
Policy instance 2
Insurance contract or identification number500380
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104030
Policy instance 1
Insurance contract or identification number104030
Number of Individuals Covered422
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104030
Policy instance 1
Insurance contract or identification number104030
Number of Individuals Covered569
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104030
Policy instance 1
Insurance contract or identification number104030
Number of Individuals Covered548
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number104030
Policy instance 1
Insurance contract or identification number104030
Number of Individuals Covered528
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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