THE WALDEN SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE WALDEN SCHOOL RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2021: THE WALDEN SCHOOL RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 48 |
| Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 75 |
| Total of all active and inactive participants | 2021-07-01 | 123 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
| Total participants | 2021-07-01 | 123 |
| Number of participants with account balances | 2021-07-01 | 115 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 0 |
| 2020: THE WALDEN SCHOOL RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 116 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 76 |
| Total of all active and inactive participants | 2020-07-01 | 114 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
| Total participants | 2020-07-01 | 114 |
| Number of participants with account balances | 2020-07-01 | 109 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 0 |
| 2019: THE WALDEN SCHOOL RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 45 |
| Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 73 |
| Total of all active and inactive participants | 2019-07-01 | 118 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
| Total participants | 2019-07-01 | 118 |
| Number of participants with account balances | 2019-07-01 | 111 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 0 |
| 2018: THE WALDEN SCHOOL RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 37 |
| Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 70 |
| Total of all active and inactive participants | 2018-07-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
| Total participants | 2018-07-01 | 107 |
| Number of participants with account balances | 2018-07-01 | 104 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 0 |
| 2017: THE WALDEN SCHOOL RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 48 |
| Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 61 |
| Total of all active and inactive participants | 2017-07-01 | 109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 109 |
| Number of participants with account balances | 2017-07-01 | 98 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 48 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 61 |
| Total of all active and inactive participants | 2017-01-01 | 109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 109 |
| Number of participants with account balances | 2017-01-01 | 98 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2015: THE WALDEN SCHOOL RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 40 |
| Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 59 |
| Total of all active and inactive participants | 2015-07-01 | 99 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 99 |
| Number of participants with account balances | 2015-07-01 | 98 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: THE WALDEN SCHOOL RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 41 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 60 |
| Total of all active and inactive participants | 2014-07-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 101 |
| Number of participants with account balances | 2014-07-01 | 101 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: THE WALDEN SCHOOL RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 40 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 60 |
| Total of all active and inactive participants | 2013-07-01 | 100 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 100 |
| Number of participants with account balances | 2013-07-01 | 97 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: THE WALDEN SCHOOL RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 38 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 57 |
| Total of all active and inactive participants | 2012-07-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 95 |
| Number of participants with account balances | 2012-07-01 | 94 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: THE WALDEN SCHOOL RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 99 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 36 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 59 |
| Total of all active and inactive participants | 2011-07-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 95 |
| Number of participants with account balances | 2011-07-01 | 93 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: THE WALDEN SCHOOL RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 53 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 42 |
| Total of all active and inactive participants | 2009-07-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
| Total participants | 2009-07-01 | 95 |
| Number of participants with account balances | 2009-07-01 | 95 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : THE WALDEN SCHOOL RETIREMENT PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-06-30 | $-368,035 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $316,071 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $316,046 |
| Total plan assets at end of year | 2022-06-30 | $3,081,913 |
| Total plan assets at beginning of year | 2022-06-30 | $3,766,019 |
| Value of fidelity bond covering the plan | 2022-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $34,301 |
| Other income received | 2022-06-30 | $-521,015 |
| Net income (gross income less expenses) | 2022-06-30 | $-684,106 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $3,081,913 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $3,766,019 |
| Assets. Value of participant loans | 2022-06-30 | $87 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $118,679 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $25 |
| 2021 : THE WALDEN SCHOOL RETIREMENT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $858,189 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $130,709 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $130,684 |
| Total plan assets at end of year | 2021-06-30 | $3,766,019 |
| Total plan assets at beginning of year | 2021-06-30 | $3,038,539 |
| Value of fidelity bond covering the plan | 2021-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $29,880 |
| Other income received | 2021-06-30 | $718,978 |
| Net income (gross income less expenses) | 2021-06-30 | $727,480 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $3,766,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $3,038,539 |
| Assets. Value of participant loans | 2021-06-30 | $1,105 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $109,331 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $25 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
| 2020 : THE WALDEN SCHOOL RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $323,939 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $8,703 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $8,703 |
| Total plan assets at end of year | 2020-06-30 | $3,038,539 |
| Total plan assets at beginning of year | 2020-06-30 | $2,723,303 |
| Value of fidelity bond covering the plan | 2020-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2020-06-30 | $32,393 |
| Other income received | 2020-06-30 | $189,513 |
| Net income (gross income less expenses) | 2020-06-30 | $315,236 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $3,038,539 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,723,303 |
| Assets. Value of participant loans | 2020-06-30 | $2,951 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $102,033 |
| 2019 : THE WALDEN SCHOOL RETIREMENT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-06-30 | $284,749 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $102,150 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $102,150 |
| Total plan assets at end of year | 2019-06-30 | $2,723,303 |
| Total plan assets at beginning of year | 2019-06-30 | $2,540,704 |
| Value of fidelity bond covering the plan | 2019-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2019-06-30 | $36,488 |
| Other income received | 2019-06-30 | $142,262 |
| Net income (gross income less expenses) | 2019-06-30 | $182,599 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $2,723,303 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $2,540,704 |
| Assets. Value of participant loans | 2019-06-30 | $4,255 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $105,999 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
| 2018 : THE WALDEN SCHOOL RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $378,748 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $263,806 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $263,806 |
| Total plan assets at end of year | 2018-06-30 | $2,540,704 |
| Total plan assets at beginning of year | 2018-06-30 | $2,425,762 |
| Value of fidelity bond covering the plan | 2018-06-30 | $250,000 |
| Total contributions received or receivable from participants | 2018-06-30 | $44,855 |
| Other income received | 2018-06-30 | $220,882 |
| Net income (gross income less expenses) | 2018-06-30 | $114,942 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $2,540,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $2,425,762 |
| Assets. Value of participant loans | 2018-06-30 | $2,878 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $113,011 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : THE WALDEN SCHOOL RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $378,748 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $263,806 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $263,806 |
| Total plan assets at end of year | 2017-12-31 | $2,540,704 |
| Total plan assets at beginning of year | 2017-12-31 | $2,425,762 |
| Value of fidelity bond covering the plan | 2017-12-31 | $250,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $44,855 |
| Other income received | 2017-12-31 | $220,882 |
| Net income (gross income less expenses) | 2017-12-31 | $114,942 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,540,704 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,425,762 |
| Assets. Value of participant loans | 2017-12-31 | $2,878 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $113,011 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : THE WALDEN SCHOOL RETIREMENT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $172,936 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $40,949 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $40,949 |
| Total plan assets at end of year | 2016-06-30 | $2,095,801 |
| Total plan assets at beginning of year | 2016-06-30 | $1,963,814 |
| Value of fidelity bond covering the plan | 2016-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $50,356 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $10,705 |
| Other income received | 2016-06-30 | $-639 |
| Net income (gross income less expenses) | 2016-06-30 | $131,987 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,095,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,963,814 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $112,514 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : THE WALDEN SCHOOL RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $230,206 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $106,089 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $106,089 |
| Total plan assets at end of year | 2015-06-30 | $1,963,814 |
| Total plan assets at beginning of year | 2015-06-30 | $1,839,697 |
| Value of fidelity bond covering the plan | 2015-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $35,908 |
| Other income received | 2015-06-30 | $77,989 |
| Net income (gross income less expenses) | 2015-06-30 | $124,117 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,963,814 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,839,697 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $116,309 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : THE WALDEN SCHOOL RETIREMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $339,784 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $37,376 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $37,376 |
| Total plan assets at end of year | 2014-06-30 | $1,839,697 |
| Total plan assets at beginning of year | 2014-06-30 | $1,537,289 |
| Total contributions received or receivable from participants | 2014-06-30 | $19,761 |
| Contributions received from other sources (not participants or employers) | 2014-06-30 | $3,092 |
| Other income received | 2014-06-30 | $208,512 |
| Net income (gross income less expenses) | 2014-06-30 | $302,408 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,839,697 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,537,289 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $108,419 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : THE WALDEN SCHOOL RETIREMENT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $242,075 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $65,947 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $65,947 |
| Total plan assets at end of year | 2013-06-30 | $1,537,289 |
| Total plan assets at beginning of year | 2013-06-30 | $1,361,161 |
| Value of fidelity bond covering the plan | 2013-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $18,666 |
| Other income received | 2013-06-30 | $122,868 |
| Net income (gross income less expenses) | 2013-06-30 | $176,128 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,537,289 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,361,161 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $100,541 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : THE WALDEN SCHOOL RETIREMENT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $160,700 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $223,664 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $223,664 |
| Total plan assets at end of year | 2012-06-30 | $1,361,161 |
| Total plan assets at beginning of year | 2012-06-30 | $1,424,125 |
| Value of fidelity bond covering the plan | 2012-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $29,155 |
| Other income received | 2012-06-30 | $21,544 |
| Net income (gross income less expenses) | 2012-06-30 | $-62,964 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,361,161 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,424,125 |
| Assets. Value of participant loans | 2012-06-30 | $26,593 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $110,001 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : THE WALDEN SCHOOL RETIREMENT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $335,959 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $55,738 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $55,738 |
| Total plan assets at end of year | 2011-06-30 | $1,424,125 |
| Total plan assets at beginning of year | 2011-06-30 | $1,143,904 |
| Value of fidelity bond covering the plan | 2011-06-30 | $150,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $50,944 |
| Contributions received from other sources (not participants or employers) | 2011-06-30 | $7,486 |
| Other income received | 2011-06-30 | $173,147 |
| Net income (gross income less expenses) | 2011-06-30 | $280,221 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,424,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,143,904 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $104,382 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2010 : THE WALDEN SCHOOL RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
| 2021: THE WALDEN SCHOOL RETIREMENT PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2021-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2020: THE WALDEN SCHOOL RETIREMENT PLAN 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2020-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2019: THE WALDEN SCHOOL RETIREMENT PLAN 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | No |
| 2019-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2019-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018: THE WALDEN SCHOOL RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Submission has been amended | No |
| 2018-07-01 | This submission is the final filing | No |
| 2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-07-01 | Plan is a collectively bargained plan | No |
| 2018-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2018-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017: THE WALDEN SCHOOL RETIREMENT PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | Yes |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | No |
| 2017-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2017-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015: THE WALDEN SCHOOL RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | No |
| 2015-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2015-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014: THE WALDEN SCHOOL RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | No |
| 2014-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2014-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013: THE WALDEN SCHOOL RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | No |
| 2013-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2013-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012: THE WALDEN SCHOOL RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | No |
| 2012-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2012-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011: THE WALDEN SCHOOL RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | No |
| 2011-07-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2011-07-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009: THE WALDEN SCHOOL RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | No |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| 2007: THE WALDEN SCHOOL RETIREMENT PLAN 2007 form 5500 responses |
|---|
| 2007-07-01 | Type of plan entity | Single employer plan |
| 2007-07-01 | Submission has been amended | No |
| 2007-07-01 | This submission is the final filing | No |
| 2007-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-07-01 | Plan is a collectively bargained plan | No |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 112 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 23 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 1 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 2 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 21 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 18 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368274 |
| Policy instance | 1 |
| Insurance contract or identification number | 368274 | | Number of Individuals Covered | 19 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368275 |
| Policy instance | 2 |
| Insurance contract or identification number | 368275 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 |
|
