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SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 401k Plan overview

Plan NameSECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE
Plan identification number 001

SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

BERKELEY REPERTORY THEATRE has sponsored the creation of one or more 401k plans.

Company Name:BERKELEY REPERTORY THEATRE
Employer identification number (EIN):941679756
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Additional information about BERKELEY REPERTORY THEATRE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0557364

More information about BERKELEY REPERTORY THEATRE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-09-01
0012020-09-01
0012019-09-01
0012018-09-01
0012018-09-01
0012017-09-01
0012016-09-01SUZANNE PETTIGREW
0012015-09-01SUZANNE PETTIGREW
0012014-09-01SUZANNE PETTIGREW
0012013-09-01SUZANNE PETTIGREW
0012012-09-01SUZANNE PETTIGREW
0012011-09-01SUZANNE PETTIGREW
0012010-09-01SUZANNE PETTIGREW
0012009-09-01SUZANNE PETTIGREW

Plan Statistics for SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE

401k plan membership statisitcs for SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE

Measure Date Value
2021: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2021 401k membership
Total participants, beginning-of-year2021-09-01154
Total number of active participants reported on line 7a of the Form 55002021-09-0168
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-01105
Total of all active and inactive participants2021-09-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-09-010
Total participants2021-09-01173
Number of participants with account balances2021-09-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-09-010
2020: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2020 401k membership
Total participants, beginning-of-year2020-09-01157
Total number of active participants reported on line 7a of the Form 55002020-09-0154
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-01100
Total of all active and inactive participants2020-09-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-09-010
Total participants2020-09-01154
Number of participants with account balances2020-09-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-09-016
2019: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2019 401k membership
Total participants, beginning-of-year2019-09-01158
Total number of active participants reported on line 7a of the Form 55002019-09-0176
Number of retired or separated participants receiving benefits2019-09-0181
Total of all active and inactive participants2019-09-01157
Total participants2019-09-01157
Number of participants with account balances2019-09-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-09-014
2018: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2018 401k membership
Total participants, beginning-of-year2018-09-01236
Total number of active participants reported on line 7a of the Form 55002018-09-01210
Number of other retired or separated participants entitled to future benefits2018-09-0194
Total of all active and inactive participants2018-09-01304
Total participants2018-09-01304
Number of participants with account balances2018-09-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-09-013
2017: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2017 401k membership
Total participants, beginning-of-year2017-09-01336
Total number of active participants reported on line 7a of the Form 55002017-09-01160
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-0176
Total of all active and inactive participants2017-09-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-09-010
Total participants2017-09-01236
Number of participants with account balances2017-09-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-09-010
2016: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2016 401k membership
Total participants, beginning-of-year2016-09-01322
Total number of active participants reported on line 7a of the Form 55002016-09-01272
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-0164
Total of all active and inactive participants2016-09-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-09-010
Total participants2016-09-01336
Number of participants with account balances2016-09-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-09-015
2015: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2015 401k membership
Total participants, beginning-of-year2015-09-01100
Total number of active participants reported on line 7a of the Form 55002015-09-01279
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-0143
Total of all active and inactive participants2015-09-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-09-010
Total participants2015-09-01322
Number of participants with account balances2015-09-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-09-010
2014: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2014 401k membership
Total participants, beginning-of-year2014-09-01101
Total number of active participants reported on line 7a of the Form 55002014-09-0168
Number of retired or separated participants receiving benefits2014-09-010
Number of other retired or separated participants entitled to future benefits2014-09-0131
Total of all active and inactive participants2014-09-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-09-011
Total participants2014-09-01100
Number of participants with account balances2014-09-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-09-016
2013: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2013 401k membership
Total participants, beginning-of-year2013-09-0186
Total number of active participants reported on line 7a of the Form 55002013-09-0169
Number of retired or separated participants receiving benefits2013-09-010
Number of other retired or separated participants entitled to future benefits2013-09-0132
Total of all active and inactive participants2013-09-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-09-010
Total participants2013-09-01101
Number of participants with account balances2013-09-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-09-014
2012: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2012 401k membership
Total participants, beginning-of-year2012-09-0173
Total number of active participants reported on line 7a of the Form 55002012-09-0162
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-0124
Total of all active and inactive participants2012-09-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-09-010
Total participants2012-09-0186
Number of participants with account balances2012-09-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-09-017
2011: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2011 401k membership
Total participants, beginning-of-year2011-09-0182
Total number of active participants reported on line 7a of the Form 55002011-09-0154
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-0119
Total of all active and inactive participants2011-09-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-010
Total participants2011-09-0173
Number of participants with account balances2011-09-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-09-015
2010: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2010 401k membership
Total participants, beginning-of-year2010-09-01111
Total number of active participants reported on line 7a of the Form 55002010-09-0168
Number of other retired or separated participants entitled to future benefits2010-09-0153
Total of all active and inactive participants2010-09-01121
Total participants2010-09-01121
Number of participants with account balances2010-09-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-09-016
2009: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2009 401k membership
Total participants, beginning-of-year2009-09-0188
Total number of active participants reported on line 7a of the Form 55002009-09-0156
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-0154
Total of all active and inactive participants2009-09-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-010
Total participants2009-09-01110
Number of participants with account balances2009-09-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-0120

Financial Data on SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE

Measure Date Value
2022 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2022 401k financial data
Total income from all sources (including contributions)2022-08-31$-662,986
Total of all expenses incurred2022-08-31$206,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-08-31$204,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-08-31$668,336
Value of total assets at end of year2022-08-31$8,690,350
Value of total assets at beginning of year2022-08-31$9,559,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-08-31$2,171
Total interest from all sources2022-08-31$27,368
Total dividends received (eg from common stock, registered investment company shares)2022-08-31$190,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-08-31$190,077
Was this plan covered by a fidelity bond2022-08-31Yes
Value of fidelity bond cover2022-08-31$1,000,000
If this is an individual account plan, was there a blackout period2022-08-31No
Were there any nonexempt tranactions with any party-in-interest2022-08-31No
Contributions received from participants2022-08-31$376,571
Income. Received or receivable in cash from other sources (including rollovers)2022-08-31$142,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Value of net income/loss2022-08-31$-869,283
Value of net assets at end of year (total assets less liabilities)2022-08-31$8,690,350
Value of net assets at beginning of year (total assets less liabilities)2022-08-31$9,559,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-08-31No
Were any leases to which the plan was party in default or uncollectible2022-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-08-31$7,405,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-08-31$8,272,399
Value of interest in pooled separate accounts at end of year2022-08-31$238,924
Value of interest in pooled separate accounts at beginning of year2022-08-31$145,590
Interest earned on other investments2022-08-31$27,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-08-31$835,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-08-31$715,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-08-31$-1,585,413
Net investment gain/loss from pooled separate accounts2022-08-31$36,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-08-31No
Was there a failure to transmit to the plan any participant contributions2022-08-31No
Has the plan failed to provide any benefit when due under the plan2022-08-31No
Contributions received in cash from employer2022-08-31$149,272
Employer contributions (assets) at end of year2022-08-31$209,897
Employer contributions (assets) at beginning of year2022-08-31$426,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-08-31$204,126
Contract administrator fees2022-08-31$2,171
Did the plan have assets held for investment2022-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-08-31No
Opinion of an independent qualified public accountant for this plan2022-08-31Unqualified
Accountancy firm name2022-08-31ARMANINO, LLP
Accountancy firm EIN2022-08-31946214841
2021 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2021 401k financial data
Total income from all sources (including contributions)2021-08-31$2,594,173
Total of all expenses incurred2021-08-31$350,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-08-31$349,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-08-31$936,733
Value of total assets at end of year2021-08-31$9,559,633
Value of total assets at beginning of year2021-08-31$7,316,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-08-31$1,761
Total interest from all sources2021-08-31$23,864
Total dividends received (eg from common stock, registered investment company shares)2021-08-31$88,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-08-31$88,438
Was this plan covered by a fidelity bond2021-08-31Yes
Value of fidelity bond cover2021-08-31$1,000,000
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Contributions received from participants2021-08-31$510,625
Participant contributions at beginning of year2021-08-31$18,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Value of net income/loss2021-08-31$2,243,286
Value of net assets at end of year (total assets less liabilities)2021-08-31$9,559,633
Value of net assets at beginning of year (total assets less liabilities)2021-08-31$7,316,347
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-08-31$8,272,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-08-31$6,507,317
Value of interest in pooled separate accounts at end of year2021-08-31$145,590
Value of interest in pooled separate accounts at beginning of year2021-08-31$120,040
Interest earned on other investments2021-08-31$23,864
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-08-31$715,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-08-31$670,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-08-31$1,533,254
Net investment gain/loss from pooled separate accounts2021-08-31$11,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Contributions received in cash from employer2021-08-31$426,108
Employer contributions (assets) at end of year2021-08-31$426,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-08-31$349,126
Contract administrator fees2021-08-31$1,761
Did the plan have assets held for investment2021-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
Opinion of an independent qualified public accountant for this plan2021-08-31Disclaimer
Accountancy firm name2021-08-31ARMANINO, LLP
Accountancy firm EIN2021-08-31946214841
2020 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2020 401k financial data
Total income from all sources (including contributions)2020-08-31$1,251,467
Total of all expenses incurred2020-08-31$972,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-08-31$971,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-08-31$277,126
Value of total assets at end of year2020-08-31$7,316,347
Value of total assets at beginning of year2020-08-31$7,037,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-08-31$1,492
Total interest from all sources2020-08-31$23,933
Total dividends received (eg from common stock, registered investment company shares)2020-08-31$85,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-08-31$85,411
Was this plan covered by a fidelity bond2020-08-31Yes
Value of fidelity bond cover2020-08-31$1,000,000
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Contributions received from participants2020-08-31$273,825
Participant contributions at end of year2020-08-31$18,125
Participant contributions at beginning of year2020-08-31$13,973
Income. Received or receivable in cash from other sources (including rollovers)2020-08-31$3,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Value of net income/loss2020-08-31$278,616
Value of net assets at end of year (total assets less liabilities)2020-08-31$7,316,347
Value of net assets at beginning of year (total assets less liabilities)2020-08-31$7,037,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-08-31$6,507,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-08-31$6,262,540
Value of interest in pooled separate accounts at end of year2020-08-31$120,040
Value of interest in pooled separate accounts at beginning of year2020-08-31$114,059
Interest earned on other investments2020-08-31$23,933
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-08-31$670,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-08-31$647,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-08-31$864,913
Net investment gain/loss from pooled separate accounts2020-08-31$84
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-08-31$971,359
Contract administrator fees2020-08-31$1,492
Did the plan have assets held for investment2020-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-08-31Yes
Opinion of an independent qualified public accountant for this plan2020-08-31Disclaimer
Accountancy firm name2020-08-31ARMANINO, LLP
Accountancy firm EIN2020-08-31946214841
2019 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2019 401k financial data
Total income from all sources (including contributions)2019-08-31$815,563
Total of all expenses incurred2019-08-31$720,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-08-31$718,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-08-31$732,450
Value of total assets at end of year2019-08-31$7,037,731
Value of total assets at beginning of year2019-08-31$6,942,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-08-31$1,227
Total interest from all sources2019-08-31$25,251
Total dividends received (eg from common stock, registered investment company shares)2019-08-31$90,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-08-31$90,032
Was this plan covered by a fidelity bond2019-08-31Yes
Value of fidelity bond cover2019-08-31$1,000,000
If this is an individual account plan, was there a blackout period2019-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-08-31$0
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Contributions received from participants2019-08-31$434,414
Participant contributions at end of year2019-08-31$13,973
Income. Received or receivable in cash from other sources (including rollovers)2019-08-31$19,643
Other income not declared elsewhere2019-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Value of net income/loss2019-08-31$95,552
Value of net assets at end of year (total assets less liabilities)2019-08-31$7,037,731
Value of net assets at beginning of year (total assets less liabilities)2019-08-31$6,942,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-08-31$6,262,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-08-31$6,095,536
Value of interest in pooled separate accounts at end of year2019-08-31$114,059
Value of interest in pooled separate accounts at beginning of year2019-08-31$83,313
Interest earned on other investments2019-08-31$25,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-08-31$647,159
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-08-31$763,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-08-31$-36,717
Net investment gain/loss from pooled separate accounts2019-08-31$4,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Contributions received in cash from employer2019-08-31$278,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-08-31$718,784
Contract administrator fees2019-08-31$1,227
Did the plan have assets held for investment2019-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-08-31Yes
Opinion of an independent qualified public accountant for this plan2019-08-31Disclaimer
Accountancy firm name2019-08-31ARMANINO LLP
Accountancy firm EIN2019-08-31946214841
2018 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-31$0
Total income from all sources (including contributions)2018-08-31$1,159,855
Total loss/gain on sale of assets2018-08-31$0
Total of all expenses incurred2018-08-31$13,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-31$11,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-31$450,043
Value of total assets at end of year2018-08-31$6,942,179
Value of total assets at beginning of year2018-08-31$5,795,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-31$1,861
Total interest from all sources2018-08-31$22,448
Total dividends received (eg from common stock, registered investment company shares)2018-08-31$50,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-08-31$50,418
Was this plan covered by a fidelity bond2018-08-31Yes
Value of fidelity bond cover2018-08-31$1,000,000
If this is an individual account plan, was there a blackout period2018-08-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-08-31$0
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Contributions received from participants2018-08-31$392,405
Income. Received or receivable in cash from other sources (including rollovers)2018-08-31$57,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Value of net income/loss2018-08-31$1,146,191
Value of net assets at end of year (total assets less liabilities)2018-08-31$6,942,179
Value of net assets at beginning of year (total assets less liabilities)2018-08-31$5,795,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-31$6,095,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-31$5,212,844
Value of interest in pooled separate accounts at end of year2018-08-31$83,313
Value of interest in pooled separate accounts at beginning of year2018-08-31$71,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-31$22,448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-08-31$763,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-08-31$512,059
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-31$632,987
Net investment gain/loss from pooled separate accounts2018-08-31$3,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31Yes
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-31$11,803
Contract administrator fees2018-08-31$1,861
Did the plan have assets held for investment2018-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-31Yes
Opinion of an independent qualified public accountant for this plan2018-08-31Disclaimer
Accountancy firm name2018-08-31ARMANINO LLP
Accountancy firm EIN2018-08-31946214841
2017 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-08-31$0
Total transfer of assets to this plan2017-08-31$463,756
Total transfer of assets from this plan2017-08-31$85
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-08-31$0
Total income from all sources (including contributions)2017-08-31$1,127,584
Total loss/gain on sale of assets2017-08-31$0
Total of all expenses incurred2017-08-31$418,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-08-31$417,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-08-31$471,668
Value of total assets at end of year2017-08-31$5,795,988
Value of total assets at beginning of year2017-08-31$4,623,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-08-31$1,603
Total interest from all sources2017-08-31$16,544
Total dividends received (eg from common stock, registered investment company shares)2017-08-31$37,648
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-08-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-08-31$37,648
Was this plan covered by a fidelity bond2017-08-31Yes
Value of fidelity bond cover2017-08-31$1,000,000
If this is an individual account plan, was there a blackout period2017-08-31No
Were there any nonexempt tranactions with any party-in-interest2017-08-31No
Contributions received from participants2017-08-31$344,078
Income. Received or receivable in cash from other sources (including rollovers)2017-08-31$6,362
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Value of net income/loss2017-08-31$708,905
Value of net assets at end of year (total assets less liabilities)2017-08-31$5,795,988
Value of net assets at beginning of year (total assets less liabilities)2017-08-31$4,623,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-08-31No
Were any leases to which the plan was party in default or uncollectible2017-08-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-08-31$5,212,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-08-31$4,145,674
Value of interest in pooled separate accounts at end of year2017-08-31$71,085
Value of interest in pooled separate accounts at beginning of year2017-08-31$44,470
Interest earned on other investments2017-08-31$16,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-08-31$512,059
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-08-31$433,268
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-08-31$599,316
Net investment gain/loss from pooled separate accounts2017-08-31$2,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-08-31No
Was there a failure to transmit to the plan any participant contributions2017-08-31Yes
Has the plan failed to provide any benefit when due under the plan2017-08-31No
Contributions received in cash from employer2017-08-31$121,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-08-31$417,076
Contract administrator fees2017-08-31$1,603
Did the plan have assets held for investment2017-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-08-31Yes
Opinion of an independent qualified public accountant for this plan2017-08-31Disclaimer
Accountancy firm name2017-08-31ARMANINO LLP
Accountancy firm EIN2017-08-31946214841
2016 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2016 401k financial data
Transfers to/from the plan2016-08-31$0
Total plan liabilities at end of year2016-08-31$0
Total plan liabilities at beginning of year2016-08-31$0
Total income from all sources2016-08-31$686,286
Expenses. Total of all expenses incurred2016-08-31$89,086
Benefits paid (including direct rollovers)2016-08-31$88,054
Total plan assets at end of year2016-08-31$4,623,412
Total plan assets at beginning of year2016-08-31$4,026,212
Value of fidelity bond covering the plan2016-08-31$500,000
Total contributions received or receivable from participants2016-08-31$289,136
Expenses. Other expenses not covered elsewhere2016-08-31$0
Contributions received from other sources (not participants or employers)2016-08-31$844
Other income received2016-08-31$278,967
Noncash contributions received2016-08-31$0
Net income (gross income less expenses)2016-08-31$597,200
Net plan assets at end of year (total assets less liabilities)2016-08-31$4,623,412
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$4,026,212
Assets. Value of participant loans2016-08-31$6,520
Total contributions received or receivable from employer(s)2016-08-31$117,339
Value of certain deemed distributions of participant loans2016-08-31$0
Value of corrective distributions2016-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$1,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-08-31$0
2015 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2015 401k financial data
Transfers to/from the plan2015-08-31$0
Total plan liabilities at end of year2015-08-31$0
Total plan liabilities at beginning of year2015-08-31$0
Total income from all sources2015-08-31$417,289
Expenses. Total of all expenses incurred2015-08-31$261,729
Benefits paid (including direct rollovers)2015-08-31$261,553
Total plan assets at end of year2015-08-31$4,026,212
Total plan assets at beginning of year2015-08-31$3,870,652
Value of fidelity bond covering the plan2015-08-31$350,000
Total contributions received or receivable from participants2015-08-31$265,077
Expenses. Other expenses not covered elsewhere2015-08-31$0
Contributions received from other sources (not participants or employers)2015-08-31$35,624
Other income received2015-08-31$-6,838
Noncash contributions received2015-08-31$0
Net income (gross income less expenses)2015-08-31$155,560
Net plan assets at end of year (total assets less liabilities)2015-08-31$4,026,212
Net plan assets at beginning of year (total assets less liabilities)2015-08-31$3,870,652
Assets. Value of participant loans2015-08-31$7,545
Total contributions received or receivable from employer(s)2015-08-31$123,426
Value of certain deemed distributions of participant loans2015-08-31$0
Value of corrective distributions2015-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-08-31$176
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-08-31$0
2014 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2014 401k financial data
Transfers to/from the plan2014-08-31$0
Total plan liabilities at end of year2014-08-31$0
Total plan liabilities at beginning of year2014-08-31$0
Total income from all sources2014-08-31$1,037,421
Expenses. Total of all expenses incurred2014-08-31$54,932
Benefits paid (including direct rollovers)2014-08-31$54,932
Total plan assets at end of year2014-08-31$3,870,652
Total plan assets at beginning of year2014-08-31$2,888,163
Total contributions received or receivable from participants2014-08-31$290,198
Expenses. Other expenses not covered elsewhere2014-08-31$0
Contributions received from other sources (not participants or employers)2014-08-31$2,558
Other income received2014-08-31$626,223
Noncash contributions received2014-08-31$0
Net income (gross income less expenses)2014-08-31$982,489
Net plan assets at end of year (total assets less liabilities)2014-08-31$3,870,652
Net plan assets at beginning of year (total assets less liabilities)2014-08-31$2,888,163
Assets. Value of participant loans2014-08-31$5,699
Total contributions received or receivable from employer(s)2014-08-31$118,442
Value of certain deemed distributions of participant loans2014-08-31$0
Value of corrective distributions2014-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-08-31$0
2013 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2013 401k financial data
Transfers to/from the plan2013-08-31$0
Total plan liabilities at end of year2013-08-31$0
Total plan liabilities at beginning of year2013-08-31$0
Total income from all sources2013-08-31$561,419
Expenses. Total of all expenses incurred2013-08-31$104,590
Benefits paid (including direct rollovers)2013-08-31$104,590
Total plan assets at end of year2013-08-31$2,888,163
Total plan assets at beginning of year2013-08-31$2,431,334
Total contributions received or receivable from participants2013-08-31$235,994
Expenses. Other expenses not covered elsewhere2013-08-31$0
Contributions received from other sources (not participants or employers)2013-08-31$2,003
Other income received2013-08-31$265,319
Noncash contributions received2013-08-31$0
Net income (gross income less expenses)2013-08-31$456,829
Net plan assets at end of year (total assets less liabilities)2013-08-31$2,888,163
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$2,431,334
Assets. Value of participant loans2013-08-31$6,770
Total contributions received or receivable from employer(s)2013-08-31$58,103
Value of certain deemed distributions of participant loans2013-08-31$0
Value of corrective distributions2013-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-08-31$0
2012 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2012 401k financial data
Transfers to/from the plan2012-08-31$-498,799
Total plan liabilities at end of year2012-08-31$0
Total plan liabilities at beginning of year2012-08-31$0
Total income from all sources2012-08-31$520,620
Expenses. Total of all expenses incurred2012-08-31$52,194
Benefits paid (including direct rollovers)2012-08-31$298
Total plan assets at end of year2012-08-31$2,431,334
Total plan assets at beginning of year2012-08-31$2,461,707
Total contributions received or receivable from participants2012-08-31$219,543
Expenses. Other expenses not covered elsewhere2012-08-31$0
Contributions received from other sources (not participants or employers)2012-08-31$0
Other income received2012-08-31$201,699
Noncash contributions received2012-08-31$0
Net income (gross income less expenses)2012-08-31$468,426
Net plan assets at end of year (total assets less liabilities)2012-08-31$2,431,334
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$2,461,707
Assets. Value of participant loans2012-08-31$8,300
Total contributions received or receivable from employer(s)2012-08-31$99,378
Value of certain deemed distributions of participant loans2012-08-31$51,896
Value of corrective distributions2012-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-08-31$0
2011 : SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2011 401k financial data
Total income from all sources2011-08-31$524,821
Expenses. Total of all expenses incurred2011-08-31$9,574
Benefits paid (including direct rollovers)2011-08-31$9,574
Total plan assets at end of year2011-08-31$2,461,707
Total plan assets at beginning of year2011-08-31$1,946,460
Total contributions received or receivable from participants2011-08-31$187,397
Contributions received from other sources (not participants or employers)2011-08-31$16,375
Other income received2011-08-31$233,290
Net income (gross income less expenses)2011-08-31$515,247
Net plan assets at end of year (total assets less liabilities)2011-08-31$2,461,707
Net plan assets at beginning of year (total assets less liabilities)2011-08-31$1,946,460
Total contributions received or receivable from employer(s)2011-08-31$87,759

Form 5500 Responses for SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE

2021: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedYes
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2014: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Submission has been amendedNo
2014-09-01This submission is the final filingNo
2014-09-01This return/report is a short plan year return/report (less than 12 months)No
2014-09-01Plan is a collectively bargained planNo
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – TrustYes
2014-09-01Plan benefit arrangement – InsuranceYes
2014-09-01Plan benefit arrangement - TrustYes
2013: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Submission has been amendedNo
2013-09-01This submission is the final filingNo
2013-09-01This return/report is a short plan year return/report (less than 12 months)No
2013-09-01Plan is a collectively bargained planNo
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – TrustYes
2013-09-01Plan benefit arrangement – InsuranceYes
2013-09-01Plan benefit arrangement - TrustYes
2012: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes
2010: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – TrustYes
2010-09-01Plan benefit arrangement – InsuranceYes
2010-09-01Plan benefit arrangement - TrustYes
2009: SECTION 403(B) RETIREMENT PLAN FOR BERKELEY REPERTORY THEATRE 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement – InsuranceYes
2009-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500786
Policy instance 1
Insurance contract or identification number500786
Number of Individuals Covered107
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500786
Policy instance 1
Insurance contract or identification number500786
Number of Individuals Covered109
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500786
Policy instance 1
Insurance contract or identification number500786
Number of Individuals Covered109
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095304
Policy instance 2
Insurance contract or identification number1095304
Number of Individuals Covered18
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or 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 number500786
Policy instance 1
Insurance contract or identification number500786
Number of Individuals Covered111
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
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 number500786
Policy instance 1
Insurance contract or identification number500786
Number of Individuals Covered116
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095304
Policy instance 2
Insurance contract or identification number1095304
Number of Individuals Covered18
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500786
Policy instance 1
Insurance contract or identification number500786
Number of Individuals Covered124
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095304
Policy instance 2
Insurance contract or identification number1095304
Number of Individuals Covered3
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330296
Policy instance 2
Insurance contract or identification number330296
Number of Individuals Covered124
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095304
Policy instance 3
Insurance contract or identification number1095304
Number of Individuals Covered4
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500786
Policy instance 1
Insurance contract or identification number500786
Number of Individuals Covered4
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330297
Policy instance 1
Insurance contract or identification number330297
Number of Individuals Covered67
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
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 number330296
Policy instance 2
Insurance contract or identification number330296
Number of Individuals Covered117
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095304
Policy instance 3
Insurance contract or identification number1095304
Number of Individuals Covered5
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330296
Policy instance 2
Insurance contract or identification number330296
Number of Individuals Covered108
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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 number330297
Policy instance 1
Insurance contract or identification number330297
Number of Individuals Covered68
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095304
Policy instance 3
Insurance contract or identification number1095304
Number of Individuals Covered6
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095304
Policy instance 1
Insurance contract or identification number1095304
Number of Individuals Covered6
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $3
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number330296
Policy instance 2
Insurance contract or identification number330296
Number of Individuals Covered73
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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 number330297
Policy instance 3
Insurance contract or identification number330297
Number of Individuals Covered63
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
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 number330296
Policy instance 3
Insurance contract or identification number330296
Number of Individuals Covered111
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number1095304
Policy instance 1
Insurance contract or identification number1095304
Number of Individuals Covered29
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $2
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?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 number330297
Policy instance 4
Insurance contract or identification number330297
Number of Individuals Covered61
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number10410764
Policy instance 2
Insurance contract or identification number10410764
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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