SHALHEVET HIGH SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHALHEVET HIGH SCHOOL 403(B) TDA PLAN
| Measure | Date | Value |
|---|
| 2017: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 65 |
| 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 | 54 |
| Total of all active and inactive participants | 2017-07-01 | 119 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
| Total participants | 2017-07-01 | 119 |
| Number of participants with account balances | 2017-07-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 0 |
| 2016: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 74 |
| Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 49 |
| Total of all active and inactive participants | 2016-07-01 | 123 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
| Total participants | 2016-07-01 | 123 |
| Number of participants with account balances | 2016-07-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
| 2015: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 50 |
| 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 | 45 |
| Total of all active and inactive participants | 2015-07-01 | 95 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
| Total participants | 2015-07-01 | 95 |
| Number of participants with account balances | 2015-07-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 0 |
| 2014: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 36 |
| 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 | 44 |
| Total of all active and inactive participants | 2014-07-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Total participants | 2014-07-01 | 80 |
| Number of participants with account balances | 2014-07-01 | 67 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
| 2013: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 38 |
| 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 | 42 |
| Total of all active and inactive participants | 2013-07-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
| Total participants | 2013-07-01 | 80 |
| Number of participants with account balances | 2013-07-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
| 2012: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 29 |
| 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 | 48 |
| Total of all active and inactive participants | 2012-07-01 | 77 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
| Total participants | 2012-07-01 | 77 |
| Number of participants with account balances | 2012-07-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
| 2011: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 37 |
| 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 | 44 |
| Total of all active and inactive participants | 2011-07-01 | 81 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
| Total participants | 2011-07-01 | 81 |
| Number of participants with account balances | 2011-07-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
| 2009: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 82 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 89 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 89 |
| Number of participants with account balances | 2009-01-01 | 62 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2018 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2018 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
| 2017 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $561,175 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $198,429 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $198,429 |
| Total plan assets at end of year | 2017-06-30 | $2,746,158 |
| Total plan assets at beginning of year | 2017-06-30 | $2,383,412 |
| Value of fidelity bond covering the plan | 2017-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2017-06-30 | $173,411 |
| Other income received | 2017-06-30 | $291,912 |
| Net income (gross income less expenses) | 2017-06-30 | $362,746 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,746,158 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $2,383,412 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $95,852 |
| 2016 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-06-30 | $178,081 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $192,782 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $192,782 |
| Total plan assets at end of year | 2016-06-30 | $2,383,412 |
| Total plan assets at beginning of year | 2016-06-30 | $2,398,113 |
| Value of fidelity bond covering the plan | 2016-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2016-06-30 | $105,318 |
| Contributions received from other sources (not participants or employers) | 2016-06-30 | $2,386 |
| Other income received | 2016-06-30 | $-9,539 |
| Net income (gross income less expenses) | 2016-06-30 | $-14,701 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,383,412 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $2,398,113 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $79,916 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
| 2015 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-06-30 | $287,587 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $7,429 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $7,429 |
| Total plan assets at end of year | 2015-06-30 | $2,398,113 |
| Total plan assets at beginning of year | 2015-06-30 | $2,117,955 |
| Value of fidelity bond covering the plan | 2015-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $88,466 |
| Other income received | 2015-06-30 | $127,409 |
| Net income (gross income less expenses) | 2015-06-30 | $280,158 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $2,398,113 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $2,117,955 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $71,712 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
| 2014 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-06-30 | $426,111 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $120,520 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $120,520 |
| Total plan assets at end of year | 2014-06-30 | $2,117,955 |
| Total plan assets at beginning of year | 2014-06-30 | $1,812,364 |
| Value of fidelity bond covering the plan | 2014-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2014-06-30 | $83,408 |
| Other income received | 2014-06-30 | $283,145 |
| Net income (gross income less expenses) | 2014-06-30 | $305,591 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $2,117,955 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,812,364 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $59,558 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| 2013 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-06-30 | $295,347 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $117,093 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $117,093 |
| Total plan assets at end of year | 2013-06-30 | $1,812,364 |
| Total plan assets at beginning of year | 2013-06-30 | $1,634,110 |
| Value of fidelity bond covering the plan | 2013-06-30 | $160,000 |
| Total contributions received or receivable from participants | 2013-06-30 | $63,279 |
| Contributions received from other sources (not participants or employers) | 2013-06-30 | $14,104 |
| Other income received | 2013-06-30 | $174,072 |
| Net income (gross income less expenses) | 2013-06-30 | $178,254 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,812,364 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,634,110 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $43,892 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| 2012 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-06-30 | $171,066 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $245,813 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $244,053 |
| Total plan assets at end of year | 2012-06-30 | $1,634,110 |
| Total plan assets at beginning of year | 2012-06-30 | $1,708,857 |
| Value of fidelity bond covering the plan | 2012-06-30 | $160,000 |
| Total contributions received or receivable from participants | 2012-06-30 | $80,728 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $1,760 |
| Other income received | 2012-06-30 | $39,293 |
| Net income (gross income less expenses) | 2012-06-30 | $-74,747 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,634,110 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,708,857 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $51,045 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| 2011 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $380,637 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $26,206 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $26,206 |
| Total plan assets at end of year | 2011-06-30 | $1,708,857 |
| Total plan assets at beginning of year | 2011-06-30 | $1,354,426 |
| Value of fidelity bond covering the plan | 2011-06-30 | $120,000 |
| Total contributions received or receivable from participants | 2011-06-30 | $76,165 |
| Other income received | 2011-06-30 | $250,760 |
| Net income (gross income less expenses) | 2011-06-30 | $354,431 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,708,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,354,426 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $53,712 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| 2009 : SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2017: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Submission has been amended | No |
| 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 – Insurance | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | No |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SHALHEVET HIGH SCHOOL 403(B) TDA 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 – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SHALHEVET HIGH SCHOOL 403(B) TDA 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 – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SHALHEVET HIGH SCHOOL 403(B) TDA 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 – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SHALHEVET HIGH SCHOOL 403(B) TDA 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 – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SHALHEVET HIGH SCHOOL 403(B) TDA 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 – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SHALHEVET HIGH SCHOOL 403(B) TDA PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Section 412(e)(3) insurance Contracts | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 387345 |
| Policy instance | 2 |
| Insurance contract or identification number | 387345 | | Number of Individuals Covered | 82 | | 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 | 387346 |
| Policy instance | 1 |
| Insurance contract or identification number | 387346 | | Number of Individuals Covered | 50 | | 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 | 387345 |
| Policy instance | 2 |
| Insurance contract or identification number | 387345 | | Number of Individuals Covered | 62 | | 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 | 387346 |
| Policy instance | 1 |
| Insurance contract or identification number | 387346 | | Number of Individuals Covered | 41 | | 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 | 387346 |
| Policy instance | 1 |
| Insurance contract or identification number | 387346 | | Number of Individuals Covered | 42 | | 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 | 387345 |
| Policy instance | 2 |
| Insurance contract or identification number | 387345 | | Number of Individuals Covered | 64 | | 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 | 387345 |
| Policy instance | 2 |
| Insurance contract or identification number | 387345 | | 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 | 387346 |
| Policy instance | 1 |
| Insurance contract or identification number | 387346 | | 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 | 387346 |
| Policy instance | 1 |
| Insurance contract or identification number | 387346 | | Number of Individuals Covered | 42 | | 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 | 69345 |
| Policy instance | 2 |
| Insurance contract or identification number | 69345 | | Number of Individuals Covered | 60 | | 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 | 387346 |
| Policy instance | 1 |
| Insurance contract or identification number | 387346 | | Number of Individuals Covered | 43 | | 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 | 387345 |
| Policy instance | 2 |
| Insurance contract or identification number | 387345 | | Number of Individuals Covered | 55 | | 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 | 387346 |
| Policy instance | 1 |
| Insurance contract or identification number | 387346 | | Number of Individuals Covered | 45 | | 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 | 387345 |
| Policy instance | 2 |
| Insurance contract or identification number | 387345 | | Number of Individuals Covered | 54 | | 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 |
|
