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RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC.
Plan identification number 001

RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CHARLES STARK DRAPER LABORATORY has sponsored the creation of one or more 401k plans.

Company Name:CHARLES STARK DRAPER LABORATORY
Employer identification number (EIN):042505372
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-07-01
0012017-07-01
0012016-07-01
0012016-07-01ELIZABETH MORA2018-04-13
0012015-07-01DEBRA EDWARDS DEBRA EDWARDS2017-04-14
0012014-07-01DEBRA EDWARDS
0012013-07-01ELIZABETH MORA ELIZABETH MORA2015-04-02
0012012-07-01ELIZABETH MORA ELIZABETH MORA2014-04-10
0012011-07-01ELIZABETH MORA ELIZABETH MORA2013-03-27
0012010-07-01ELIZABETH MORA
0012009-07-01ELIZABETH MORA

Plan Statistics for RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC.

Measure Date Value
2023: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2023 401k membership
Total participants, beginning-of-year2023-01-014,152
Total number of active participants reported on line 7a of the Form 55002023-01-012,290
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-012,100
Total of all active and inactive participants2023-01-014,390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0113
Total participants2023-01-014,403
Number of participants with account balances2023-01-014,372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0196
2022: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2022 401k membership
Market value of plan assets2022-12-3137,956,886
Acturial value of plan assets2022-12-3137,956,886
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-31143
Fundng target for terminated vested participants2022-12-318,366,559
Active participant vested funding target2022-12-31965,575
Number of active participants2022-12-31387
Total funding liabilities for active participants2022-12-31971,095
Total participant count2022-12-31530
Total funding target for all participants2022-12-319,337,654
Balance at beginning of prior year after applicable adjustments2022-12-312,493,232
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-312,493,232
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-312,804,138
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3111,704
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013,899
Total number of active participants reported on line 7a of the Form 55002022-01-012,046
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-012,121
Total of all active and inactive participants2022-01-014,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0185
Total participants2022-01-014,252
Number of participants with account balances2022-01-014,151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0189
2021: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2021 401k membership
Market value of plan assets2021-12-3134,102,741
Acturial value of plan assets2021-12-3134,102,741
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-31153
Fundng target for terminated vested participants2021-12-318,480,915
Active participant vested funding target2021-12-311,155,877
Number of active participants2021-12-31434
Total funding liabilities for active participants2021-12-311,161,287
Total participant count2021-12-31587
Total funding target for all participants2021-12-319,642,202
Balance at beginning of prior year after applicable adjustments2021-12-312,229,285
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-312,229,285
Amount remaining of prefunding balance2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-312,493,232
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3112,556
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013,880
Total number of active participants reported on line 7a of the Form 55002021-01-011,854
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-012,031
Total of all active and inactive participants2021-01-013,885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0171
Total participants2021-01-013,956
Number of participants with account balances2021-01-013,870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01146
2020: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2020 401k membership
Market value of plan assets2020-12-3130,529,055
Acturial value of plan assets2020-12-3130,529,055
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-31180
Fundng target for terminated vested participants2020-12-318,368,661
Active participant vested funding target2020-12-311,089,156
Number of active participants2020-12-31474
Total funding liabilities for active participants2020-12-311,093,678
Total participant count2020-12-31654
Total funding target for all participants2020-12-319,462,339
Balance at beginning of prior year after applicable adjustments2020-12-311,922,460
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-311,922,460
Amount remaining of prefunding balance2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Balance of carryovers at beginning of current year2020-12-312,229,285
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3112,782
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013,802
Total number of active participants reported on line 7a of the Form 55002020-01-012,022
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,888
Total of all active and inactive participants2020-01-013,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-013,924
Number of participants with account balances2020-01-013,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0184
2019: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2019 401k membership
Market value of plan assets2019-12-3126,341,404
Acturial value of plan assets2019-12-3126,341,404
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-31180
Fundng target for terminated vested participants2019-12-3111,328,292
Active participant vested funding target2019-12-311,375,708
Number of active participants2019-12-31498
Total funding liabilities for active participants2019-12-311,375,708
Total participant count2019-12-31678
Total funding target for all participants2019-12-3112,704,000
Balance at beginning of prior year after applicable adjustments2019-12-312,016,003
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-312,016,003
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-311,922,460
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013,560
Total number of active participants reported on line 7a of the Form 55002019-01-011,969
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,819
Total of all active and inactive participants2019-01-013,788
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-013,800
Number of participants with account balances2019-01-013,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01126
2018: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2018 401k membership
Market value of plan assets2018-12-3127,624,078
Acturial value of plan assets2018-12-3127,624,078
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-31177
Fundng target for terminated vested participants2018-12-3111,335,815
Active participant vested funding target2018-12-311,433,804
Number of active participants2018-12-31516
Total funding liabilities for active participants2018-12-311,436,412
Total participant count2018-12-31693
Total funding target for all participants2018-12-3112,772,227
Balance at beginning of prior year after applicable adjustments2018-12-311,859,095
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-311,859,095
Amount remaining of prefunding balance2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-312,016,003
Balance of prefunding at beginning of current year2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-07-013,510
Total number of active participants reported on line 7a of the Form 55002018-07-011,872
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-011,679
Total of all active and inactive participants2018-07-013,551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-019
Total participants2018-07-013,560
Number of participants with account balances2018-07-013,549
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0129
Market value of plan assets2018-06-3025,484,416
Acturial value of plan assets2018-06-3025,484,416
Funding target for retired participants and beneficiaries receiving payment2018-06-300
Number of terminated vested participants2018-06-30173
Fundng target for terminated vested participants2018-06-3010,794,847
Active participant vested funding target2018-06-301,788,383
Number of active participants2018-06-30550
Total funding liabilities for active participants2018-06-301,790,630
Total participant count2018-06-30723
Total funding target for all participants2018-06-3012,585,477
Balance at beginning of prior year after applicable adjustments2018-06-301,665,110
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Amount remaining of carryover balance2018-06-301,665,110
Amount remaining of prefunding balance2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Balance of carryovers at beginning of current year2018-06-301,859,095
Balance of prefunding at beginning of current year2018-06-300
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-300
Additional cash requirement2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2017 401k membership
Total participants, beginning-of-year2017-07-013,074
Total number of active participants reported on line 7a of the Form 55002017-07-011,863
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-011,638
Total of all active and inactive participants2017-07-013,501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0110
Total participants2017-07-013,511
Number of participants with account balances2017-07-013,500
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0156
Market value of plan assets2017-06-3022,825,002
Acturial value of plan assets2017-06-3022,825,002
Funding target for retired participants and beneficiaries receiving payment2017-06-300
Number of terminated vested participants2017-06-30166
Fundng target for terminated vested participants2017-06-309,477,352
Active participant vested funding target2017-06-302,134,544
Number of active participants2017-06-30593
Total funding liabilities for active participants2017-06-302,136,507
Total participant count2017-06-30759
Total funding target for all participants2017-06-3011,613,859
Balance at beginning of prior year after applicable adjustments2017-06-301,650,585
Prefunding balance at beginning of prior year after applicable adjustments2017-06-300
Amount remaining of carryover balance2017-06-301,650,585
Amount remaining of prefunding balance2017-06-300
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Balance of carryovers at beginning of current year2017-06-301,665,110
Balance of prefunding at beginning of current year2017-06-300
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-300
Additional cash requirement2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2016 401k membership
Total participants, beginning-of-year2016-07-012,929
Total number of active participants reported on line 7a of the Form 55002016-07-011,498
Number of other retired or separated participants entitled to future benefits2016-07-011,563
Total of all active and inactive participants2016-07-013,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0113
Total participants2016-07-013,074
Number of participants with account balances2016-07-013,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0147
2015: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2015 401k membership
Total participants, beginning-of-year2015-07-012,649
Total number of active participants reported on line 7a of the Form 55002015-07-011,396
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011,501
Total of all active and inactive participants2015-07-012,897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0110
Total participants2015-07-012,907
Number of participants with account balances2015-07-012,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0189
2014: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2014 401k membership
Total participants, beginning-of-year2014-07-012,558
Total number of active participants reported on line 7a of the Form 55002014-07-011,211
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-011,428
Total of all active and inactive participants2014-07-012,639
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-019
Total participants2014-07-012,648
Number of participants with account balances2014-07-012,632
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0161
2013: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2013 401k membership
Total participants, beginning-of-year2013-07-012,604
Total number of active participants reported on line 7a of the Form 55002013-07-011,321
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-011,316
Total of all active and inactive participants2013-07-012,637
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-018
Total participants2013-07-012,645
Number of participants with account balances2013-07-012,540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0187
2012: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2012 401k membership
Total participants, beginning-of-year2012-07-012,550
Total number of active participants reported on line 7a of the Form 55002012-07-011,477
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-011,117
Total of all active and inactive participants2012-07-012,594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0110
Total participants2012-07-012,604
Number of participants with account balances2012-07-012,482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0128
2011: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2011 401k membership
Total participants, beginning-of-year2011-07-012,548
Total number of active participants reported on line 7a of the Form 55002011-07-011,488
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-011,057
Total of all active and inactive participants2011-07-012,545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-015
Total participants2011-07-012,550
Number of participants with account balances2011-07-012,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0129
2010: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2010 401k membership
Total participants, beginning-of-year2010-07-012,483
Total number of active participants reported on line 7a of the Form 55002010-07-011,481
Number of other retired or separated participants entitled to future benefits2010-07-011,061
Total of all active and inactive participants2010-07-012,542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-016
Total participants2010-07-012,548
Number of participants with account balances2010-07-012,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-01280
2009: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2009 401k membership
Total participants, beginning-of-year2009-07-012,849
Total number of active participants reported on line 7a of the Form 55002009-07-011,513
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-011,418
Total of all active and inactive participants2009-07-012,931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-017
Total participants2009-07-012,938
Number of participants with account balances2009-07-012,769
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01233

Financial Data on RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC.

Measure Date Value
2023 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$19,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$200,595,629
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$54,105,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$53,623,417
Expenses. Certain deemed distributions of participant loans2023-12-31$26,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$41,902,968
Value of total assets at end of year2023-12-31$1,192,337,718
Value of total assets at beginning of year2023-12-31$1,045,827,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$455,058
Total interest from all sources2023-12-31$14,511,522
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$13,860,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$13,860,954
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$14,770,193
Participant contributions at end of year2023-12-31$636,724
Participant contributions at beginning of year2023-12-31$128,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$19,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$998,290
Administrative expenses (other) incurred2023-12-31$12,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$146,490,576
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,192,318,492
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,045,827,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$120,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$858,836,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$704,167,745
Value of interest in pooled separate accounts at end of year2023-12-31$29,093,827
Value of interest in pooled separate accounts at beginning of year2023-12-31$41,685,150
Interest on participant loans2023-12-31$32,805
Interest earned on other investments2023-12-31$14,478,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$303,770,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$299,846,116
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$5,550,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$134,354,684
Net investment gain/loss from pooled separate accounts2023-12-31$-5,032,789
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$27,132,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$48,073,096
Contract administrator fees2023-12-31$3,523
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2023-12-31043499945
2022 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-113,011,579
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$50,368,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,212,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,779,100
Value of total assets at end of year2022-12-31$1,045,827,916
Value of total assets at beginning of year2022-12-31$1,209,207,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$156,102
Total interest from all sources2022-12-31$12,616,146
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$22,524,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$22,524,339
Administrative expenses professional fees incurred2022-12-31$14,435
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$12,403,620
Participant contributions at end of year2022-12-31$128,905
Participant contributions at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$702,552
Administrative expenses (other) incurred2022-12-31$43,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-163,379,984
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,045,827,916
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,209,207,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$98,550
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$704,167,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$871,089,422
Value of interest in pooled separate accounts at end of year2022-12-31$41,685,150
Value of interest in pooled separate accounts at beginning of year2022-12-31$37,719,471
Interest on participant loans2022-12-31$649
Interest earned on other investments2022-12-31$12,615,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$299,846,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$300,399,007
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,580,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-188,903,764
Net investment gain/loss from pooled separate accounts2022-12-31$3,270,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$24,375,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$43,631,414
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$169,553,160
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$64,883,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$64,754,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$34,838,271
Value of total assets at end of year2021-12-31$1,209,207,900
Value of total assets at beginning of year2021-12-31$1,104,537,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$128,639
Total interest from all sources2021-12-31$10,723,554
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$39,230,210
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$39,230,210
Administrative expenses professional fees incurred2021-12-31$29,555
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$12,082,888
Other income not declared elsewhere2021-12-31$644,723
Administrative expenses (other) incurred2021-12-31$45,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$104,670,125
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,209,207,900
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,104,537,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$871,089,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$774,752,746
Value of interest in pooled separate accounts at end of year2021-12-31$37,719,471
Value of interest in pooled separate accounts at beginning of year2021-12-31$31,209,341
Interest earned on other investments2021-12-31$10,723,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$300,399,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$298,575,688
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$6,319,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$78,384,711
Net investment gain/loss from pooled separate accounts2021-12-31$5,731,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$22,755,383
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$58,434,543
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$164,490,104
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$48,278,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,158,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$35,965,443
Value of total assets at end of year2020-12-31$1,104,537,775
Value of total assets at beginning of year2020-12-31$988,326,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,129
Total interest from all sources2020-12-31$12,027,169
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$17,004,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$17,004,272
Administrative expenses professional fees incurred2020-12-31$72,808
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$11,983,439
Other income not declared elsewhere2020-12-31$570,764
Administrative expenses (other) incurred2020-12-31$47,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$116,211,297
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,104,537,775
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$988,326,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$774,752,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$653,485,188
Value of interest in pooled separate accounts at end of year2020-12-31$31,209,341
Value of interest in pooled separate accounts at beginning of year2020-12-31$40,665,520
Interest earned on other investments2020-12-31$12,027,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$298,575,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$294,175,770
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,711,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$99,276,599
Net investment gain/loss from pooled separate accounts2020-12-31$-354,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,982,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$44,447,130
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$178,250,991
Total income from all sources (including contributions)2019-12-31$178,250,991
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$47,267,415
Total of all expenses incurred2019-12-31$47,267,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,202,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$47,202,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,252,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$33,252,241
Value of total assets at end of year2019-12-31$988,326,478
Value of total assets at end of year2019-12-31$988,326,478
Value of total assets at beginning of year2019-12-31$857,342,902
Value of total assets at beginning of year2019-12-31$857,342,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,193
Total interest from all sources2019-12-31$11,908,033
Total interest from all sources2019-12-31$11,908,033
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$15,432,770
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$15,432,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$15,432,770
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$15,432,770
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,086,571
Contributions received from participants2019-12-31$11,086,571
Other income not declared elsewhere2019-12-31$605,782
Other income not declared elsewhere2019-12-31$605,782
Administrative expenses (other) incurred2019-12-31$24,577
Administrative expenses (other) incurred2019-12-31$24,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$130,983,576
Value of net income/loss2019-12-31$130,983,576
Value of net assets at end of year (total assets less liabilities)2019-12-31$988,326,478
Value of net assets at end of year (total assets less liabilities)2019-12-31$988,326,478
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$857,342,902
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$857,342,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$40,616
Investment advisory and management fees2019-12-31$40,616
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$653,485,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$653,485,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$529,132,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$529,132,227
Value of interest in pooled separate accounts at end of year2019-12-31$40,665,520
Value of interest in pooled separate accounts at end of year2019-12-31$40,665,520
Value of interest in pooled separate accounts at beginning of year2019-12-31$38,452,343
Value of interest in pooled separate accounts at beginning of year2019-12-31$38,452,343
Interest earned on other investments2019-12-31$11,908,033
Interest earned on other investments2019-12-31$11,908,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$294,175,770
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$294,175,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$289,758,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$289,758,332
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,662,131
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,662,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$114,937,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$114,937,325
Net investment gain/loss from pooled separate accounts2019-12-31$2,114,840
Net investment gain/loss from pooled separate accounts2019-12-31$2,114,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,165,670
Contributions received in cash from employer2019-12-31$22,165,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$45,540,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$45,540,091
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
Accountancy firm EIN2019-12-31043499945
2018 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-30,670,174
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$20,457,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$20,455,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,266,366
Value of total assets at end of year2018-12-31$857,342,902
Value of total assets at beginning of year2018-12-31$908,470,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,333
Total interest from all sources2018-12-31$6,265,112
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$17,708,280
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$17,708,280
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,990,334
Other income not declared elsewhere2018-12-31$256,576
Administrative expenses (other) incurred2018-12-31$1,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-51,127,369
Value of net assets at end of year (total assets less liabilities)2018-12-31$857,342,902
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$908,470,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$529,132,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$584,637,334
Value of interest in pooled separate accounts at end of year2018-12-31$38,452,343
Value of interest in pooled separate accounts at beginning of year2018-12-31$37,933,632
Interest earned on other investments2018-12-31$6,265,112
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$289,758,332
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$285,899,305
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,043,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-70,976,573
Net investment gain/loss from pooled separate accounts2018-12-31$810,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$10,276,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,411,944
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARON & BLETZER
Accountancy firm EIN2018-12-31043499945
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$105,532,255
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$44,141,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$44,122,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$28,833,547
Value of total assets at end of year2018-06-30$908,470,271
Value of total assets at beginning of year2018-06-30$847,079,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$18,879
Total interest from all sources2018-06-30$11,816,838
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$13,566,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$13,566,807
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$9,517,203
Other income not declared elsewhere2018-06-30$355,668
Administrative expenses (other) incurred2018-06-30$11,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$61,390,509
Value of net assets at end of year (total assets less liabilities)2018-06-30$908,470,271
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$847,079,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$584,637,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$526,838,532
Value of interest in pooled separate accounts at end of year2018-06-30$37,933,632
Value of interest in pooled separate accounts at beginning of year2018-06-30$37,738,060
Interest earned on other investments2018-06-30$11,816,838
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$285,899,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$282,503,170
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$5,674,219
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$49,085,342
Net investment gain/loss from pooled separate accounts2018-06-30$1,874,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$19,316,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$38,448,648
Contract administrator fees2018-06-30$7,563
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30CARON & BLETZER
Accountancy firm EIN2018-06-30043499945
2017 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$115,532,037
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$35,743,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$35,743,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$26,159,453
Value of total assets at end of year2017-06-30$847,079,762
Value of total assets at beginning of year2017-06-30$767,291,172
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$64
Total interest from all sources2017-06-30$11,759,986
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$7,970,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$7,970,611
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$2,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$8,779,009
Participant contributions at beginning of year2017-06-30$317,878
Other income not declared elsewhere2017-06-30$241,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$79,788,590
Value of net assets at end of year (total assets less liabilities)2017-06-30$847,079,762
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$767,291,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$526,838,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$453,766,303
Value of interest in pooled separate accounts at end of year2017-06-30$37,738,060
Value of interest in pooled separate accounts at beginning of year2017-06-30$37,738,962
Interest earned on other investments2017-06-30$11,759,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$282,503,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$274,861,437
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$2,187,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$67,943,594
Net investment gain/loss from pooled separate accounts2017-06-30$1,457,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$17,380,444
Employer contributions (assets) at beginning of year2017-06-30$606,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$33,555,523
Contract administrator fees2017-06-30$64
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30CARON & BLETZER
Accountancy firm EIN2017-06-30043499945
2016 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$29,215,984
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$31,089,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$31,087,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$23,373,394
Value of total assets at end of year2016-06-30$767,291,172
Value of total assets at beginning of year2016-06-30$769,165,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,652
Total interest from all sources2016-06-30$11,830,058
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$9,950,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$9,950,164
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$2,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$7,823,652
Participant contributions at end of year2016-06-30$317,878
Other income not declared elsewhere2016-06-30$262,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,873,871
Value of net assets at end of year (total assets less liabilities)2016-06-30$767,291,172
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$769,165,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$453,766,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$467,807,202
Value of interest in pooled separate accounts at end of year2016-06-30$37,738,962
Value of interest in pooled separate accounts at beginning of year2016-06-30$33,181,350
Interest earned on other investments2016-06-30$11,830,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$274,861,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$268,176,491
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$3,766,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-18,585,518
Net investment gain/loss from pooled separate accounts2016-06-30$2,385,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$15,549,742
Employer contributions (assets) at end of year2016-06-30$606,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$27,320,207
Contract administrator fees2016-06-30$2,652
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30CARON & BLETZER
Accountancy firm EIN2016-06-30043499945
2015 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$55,287,732
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$32,476,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$32,469,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$21,103,655
Value of total assets at end of year2015-06-30$769,165,043
Value of total assets at beginning of year2015-06-30$746,354,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$7,237
Total interest from all sources2015-06-30$20,792,252
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$2,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$7,034,387
Other income not declared elsewhere2015-06-30$539,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$22,811,014
Value of net assets at end of year (total assets less liabilities)2015-06-30$769,165,043
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$746,354,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$467,807,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$453,953,389
Value of interest in pooled separate accounts at end of year2015-06-30$33,181,350
Value of interest in pooled separate accounts at beginning of year2015-06-30$29,576,719
Interest earned on other investments2015-06-30$20,792,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$268,176,491
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$262,823,921
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$5,958,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$12,851,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$14,069,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$26,510,752
Contract administrator fees2015-06-30$7,237
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30CARON & BLETZER
Accountancy firm EIN2015-06-30043499945
2014 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$113,249,450
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$22,151,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$22,151,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$20,796,843
Value of total assets at end of year2014-06-30$746,354,029
Value of total assets at beginning of year2014-06-30$655,256,247
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$18,201,702
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$2,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$6,929,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$0
Other income not declared elsewhere2014-06-30$541,495
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$91,097,782
Value of net assets at end of year (total assets less liabilities)2014-06-30$746,354,029
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$655,256,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$453,953,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$375,621,914
Value of interest in pooled separate accounts at end of year2014-06-30$29,576,719
Value of interest in pooled separate accounts at beginning of year2014-06-30$25,422,454
Interest earned on other investments2014-06-30$18,201,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$262,823,921
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$254,211,879
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$2,088,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$73,709,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$13,867,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$20,063,127
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30CARON & BLETZER
Accountancy firm EIN2014-06-30043499945
2013 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$328,261
Total income from all sources (including contributions)2013-06-30$84,459,081
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$29,552,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$29,547,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$20,332,317
Value of total assets at end of year2013-06-30$655,256,247
Value of total assets at beginning of year2013-06-30$600,677,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$5,062
Total interest from all sources2013-06-30$10,386,289
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$3,140,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$3,140,536
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$2,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$6,758,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$328,261
Other income not declared elsewhere2013-06-30$525,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$54,906,923
Value of net assets at end of year (total assets less liabilities)2013-06-30$655,256,247
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$600,349,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$375,621,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$327,836,752
Value of interest in pooled separate accounts at end of year2013-06-30$25,422,454
Value of interest in pooled separate accounts at beginning of year2013-06-30$23,169,734
Interest earned on other investments2013-06-30$10,386,289
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$254,211,879
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$249,671,099
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$2,900,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$46,475,518
Net investment gain/loss from pooled separate accounts2013-06-30$3,598,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$13,574,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$26,647,049
Contract administrator fees2013-06-30$5,062
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30CARON & BLETZER
Accountancy firm EIN2013-06-30043499945
2012 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$328,261
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$28,479,266
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$24,630,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$24,629,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$19,851,612
Value of total assets at end of year2012-06-30$600,677,585
Value of total assets at beginning of year2012-06-30$596,500,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$817
Total interest from all sources2012-06-30$9,790,432
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$1,622,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$1,622,564
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$2,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$6,591,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$328,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$3,848,919
Value of net assets at end of year (total assets less liabilities)2012-06-30$600,349,324
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$596,500,405
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$327,836,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$331,548,442
Value of interest in pooled separate accounts at end of year2012-06-30$23,169,734
Value of interest in pooled separate accounts at beginning of year2012-06-30$19,797,490
Interest earned on other investments2012-06-30$9,790,432
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$249,671,099
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$245,154,473
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$6,168,584
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-5,035,644
Net investment gain/loss from pooled separate accounts2012-06-30$2,250,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$13,260,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$18,460,946
Contract administrator fees2012-06-30$817
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30CARON & BLETZER
Accountancy firm EIN2012-06-30043499945
2011 : RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$101,447,227
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$13,796,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$13,796,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$19,881,729
Value of total assets at end of year2011-06-30$596,500,405
Value of total assets at beginning of year2011-06-30$508,849,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$552
Total interest from all sources2011-06-30$9,509,557
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$685,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$685,100
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$2,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$6,599,421
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$71,634
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$87,650,449
Value of net assets at end of year (total assets less liabilities)2011-06-30$596,500,405
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$508,849,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$331,548,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$258,144,385
Value of interest in pooled separate accounts at end of year2011-06-30$19,797,490
Value of interest in pooled separate accounts at beginning of year2011-06-30$10,843,779
Interest earned on other investments2011-06-30$9,509,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$245,154,473
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$239,861,792
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$4,041,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$68,669,448
Net investment gain/loss from pooled separate accounts2011-06-30$2,701,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$13,282,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$9,683,114
Contract administrator fees2011-06-30$552
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30CARON & BLETZER
Accountancy firm EIN2011-06-30043499945

Form 5500 Responses for RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC.

2023: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT PLAN FOR STAFF MEMBERS OF THE CHARLES STARK DRAPER LABORATORY, INC. 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 3
Insurance contract or identification numberX-A541
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberU-A541
Policy instance 2
Insurance contract or identification numberU-A541
Number of Individuals Covered458
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered2145
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered2037
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-A541
Policy instance 2
Insurance contract or identification numberU-A541
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 3
Insurance contract or identification numberX-A541
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 3
Insurance contract or identification numberX-A541
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberU-A541
Policy instance 2
Insurance contract or identification numberU-A541
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered1981
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered2010
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-A541
Policy instance 2
Insurance contract or identification numberU-A541
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 3
Insurance contract or identification numberX-A541
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 3
Insurance contract or identification numberX-A541
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered1988
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-A541
Policy instance 2
Insurance contract or identification numberU-A541
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberU-A541
Policy instance 3
Insurance contract or identification numberU-A541
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number102214
Policy instance 2
Insurance contract or identification number102214
Number of Individuals Covered2001
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 4
Insurance contract or identification numberX-A541
Insurance policy start date2018-07-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 3
Insurance contract or identification numberX-A541
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberU-A541
Policy instance 2
Insurance contract or identification numberU-A541
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered1995
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 3
Insurance contract or identification numberX-A541
Number of Individuals Covered1153
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number102214
Policy instance 1
Insurance contract or identification number102214
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number102214
Policy instance 2
Insurance contract or identification number102214
Number of Individuals Covered1951
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberU-A541
Policy instance 4
Insurance contract or identification numberU-A541
Number of Individuals Covered1153
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberU-A541
Policy instance 4
Insurance contract or identification numberU-A541
Number of Individuals Covered918
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered2645
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 2
Insurance contract or identification numberX-A541
Number of Individuals Covered918
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 3
Insurance contract or identification number102214
Number of Individuals Covered2645
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 2
Insurance contract or identification numberX-A541
Number of Individuals Covered2491
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 4
Insurance contract or identification number102214
Number of Individuals Covered2491
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 3
Insurance contract or identification number102214
Number of Individuals Covered2491
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-A541
Policy instance 1
Insurance contract or identification numberU-A541
Number of Individuals Covered2491
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-A541
Policy instance 3
Insurance contract or identification numberU-A541
Number of Individuals Covered2550
Insurance policy start date2011-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 4
Insurance contract or identification numberX-A541
Number of Individuals Covered2550
Insurance policy start date2011-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 2
Insurance contract or identification number102214
Number of Individuals Covered2435
Insurance policy start date2011-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered2435
Insurance policy start date2011-07-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COLLEGE RETIREMENT EQUITIES FUND (National Association of Insurance Commissioners NAIC id number: 0000 )
Policy contract numberX-A541
Policy instance 3
Insurance contract or identification numberX-A541
Number of Individuals Covered71
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 2
Insurance contract or identification number102214
Number of Individuals Covered2434
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number102214
Policy instance 1
Insurance contract or identification number102214
Number of Individuals Covered2434
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract numberU-A541
Policy instance 4
Insurance contract or identification numberU-A541
Number of Individuals Covered71
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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