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NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameNATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN
Plan identification number 002

NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

NATIONAL ASSOC. OF SCHOLARS, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL ASSOC. OF SCHOLARS, INC.
Employer identification number (EIN):112741490
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01PETER W. WOOD
0022017-01-01PETER W. WOOD
0022016-01-01PETER W. WOOD
0022015-01-01PETER W. WOOD
0022014-01-01PETER W. WOOD
0022014-01-01PETER W. WOOD
0022013-01-01PETER W. WOOD
0022012-01-01PETER W. WOOD
0022011-01-01PETER W. WOOD
0022009-01-01
0022009-01-01SHARON SHALLOW

Plan Statistics for NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN

401k plan membership statisitcs for NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2023: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-016
Total participants2023-01-016
Number of participants with account balances2023-01-014
2022: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-015
Total participants2022-01-015
Number of participants with account balances2022-01-014
2021: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015
Total number of active participants reported on line 7a of the Form 55002021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-015
Total participants2021-01-015
Number of participants with account balances2021-01-014
2020: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-015
Total number of active participants reported on line 7a of the Form 55002020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-015
Total participants2020-01-015
Number of participants with account balances2020-01-014
2019: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-011
Total of all active and inactive participants2019-01-015
Total participants2019-01-015
Number of participants with account balances2019-01-014
2018: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-015
Total participants2018-01-015
Number of participants with account balances2018-01-014
2017: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
Number of participants with account balances2017-01-013
2016: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
Number of participants with account balances2016-01-013
2015: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
Number of participants with account balances2015-01-014
2014: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-015
Total participants2014-01-015
Number of participants with account balances2014-01-014
2013: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015
Total number of active participants reported on line 7a of the Form 55002013-01-014
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-015
2012: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011
Total of all active and inactive participants2012-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015
Number of participants with account balances2012-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015
Total number of active participants reported on line 7a of the Form 55002011-01-015
Total of all active and inactive participants2011-01-015
Total participants2011-01-015
Number of participants with account balances2011-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-014
Total number of active participants reported on line 7a of the Form 55002009-01-014
Total of all active and inactive participants2009-01-014
Total participants2009-01-014

Financial Data on NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN

Measure Date Value
2023 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2023 401k financial data
Total income from all sources2023-12-31$90,307
Expenses. Total of all expenses incurred2023-12-31$50
Total plan assets at end of year2023-12-31$451,450
Total plan assets at beginning of year2023-12-31$361,193
Value of fidelity bond covering the plan2023-12-31$500,000
Total contributions received or receivable from participants2023-12-31$28,788
Other income received2023-12-31$61,519
Net income (gross income less expenses)2023-12-31$90,257
Net plan assets at end of year (total assets less liabilities)2023-12-31$451,450
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$361,193
Assets. Value of participant loans2023-12-31$2,262
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$50
2022 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2022 401k financial data
Total income from all sources2022-12-31$-36,008
Expenses. Total of all expenses incurred2022-12-31$25
Total plan assets at end of year2022-12-31$361,193
Total plan assets at beginning of year2022-12-31$397,226
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$27,180
Other income received2022-12-31$-63,188
Net income (gross income less expenses)2022-12-31$-36,033
Net plan assets at end of year (total assets less liabilities)2022-12-31$361,193
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$397,226
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$25
2021 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2021 401k financial data
Total income from all sources2021-12-31$80,716
Expenses. Total of all expenses incurred2021-12-31$164,657
Benefits paid (including direct rollovers)2021-12-31$164,657
Total plan assets at end of year2021-12-31$397,226
Total plan assets at beginning of year2021-12-31$481,167
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$24,893
Other income received2021-12-31$55,823
Net income (gross income less expenses)2021-12-31$-83,941
Net plan assets at end of year (total assets less liabilities)2021-12-31$397,226
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$481,167
2020 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2020 401k financial data
Total income from all sources2020-12-31$99,050
Total plan assets at end of year2020-12-31$481,167
Total plan assets at beginning of year2020-12-31$382,117
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$22,274
Other income received2020-12-31$76,776
Net income (gross income less expenses)2020-12-31$99,050
Net plan assets at end of year (total assets less liabilities)2020-12-31$481,167
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$382,117
2019 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources2019-12-31$93,999
Expenses. Total of all expenses incurred2019-12-31$34
Benefits paid (including direct rollovers)2019-12-31$34
Total plan assets at end of year2019-12-31$382,117
Total plan assets at beginning of year2019-12-31$288,152
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$19,230
Other income received2019-12-31$74,769
Net income (gross income less expenses)2019-12-31$93,965
Net plan assets at end of year (total assets less liabilities)2019-12-31$382,117
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$288,152
2018 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources2018-12-31$-4,053
Total plan assets at end of year2018-12-31$288,152
Total plan assets at beginning of year2018-12-31$292,205
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$20,765
Other income received2018-12-31$-24,818
Net income (gross income less expenses)2018-12-31$-4,053
Net plan assets at end of year (total assets less liabilities)2018-12-31$288,152
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$292,205
2017 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources2017-12-31$62,695
Total plan assets at end of year2017-12-31$292,205
Total plan assets at beginning of year2017-12-31$229,510
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$19,635
Other income received2017-12-31$43,060
Net income (gross income less expenses)2017-12-31$62,695
Net plan assets at end of year (total assets less liabilities)2017-12-31$292,205
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$229,510
2016 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2016 401k financial data
Total income from all sources2016-12-31$26,702
Expenses. Total of all expenses incurred2016-12-31$56,297
Benefits paid (including direct rollovers)2016-12-31$56,297
Total plan assets at end of year2016-12-31$229,510
Total plan assets at beginning of year2016-12-31$259,105
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$19,443
Other income received2016-12-31$7,259
Net income (gross income less expenses)2016-12-31$-29,595
Net plan assets at end of year (total assets less liabilities)2016-12-31$229,510
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$259,105
2015 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2015 401k financial data
Total income from all sources2015-12-31$25,116
Expenses. Total of all expenses incurred2015-12-31$654
Benefits paid (including direct rollovers)2015-12-31$654
Total plan assets at end of year2015-12-31$259,105
Total plan assets at beginning of year2015-12-31$234,643
Total contributions received or receivable from participants2015-12-31$21,316
Other income received2015-12-31$3,800
Net income (gross income less expenses)2015-12-31$24,462
Net plan assets at end of year (total assets less liabilities)2015-12-31$259,105
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$234,643
2014 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2014 401k financial data
Total income from all sources2014-12-31$31,404
Expenses. Total of all expenses incurred2014-12-31$14,416
Benefits paid (including direct rollovers)2014-12-31$14,416
Total plan assets at end of year2014-12-31$234,643
Total plan assets at beginning of year2014-12-31$217,655
Value of fidelity bond covering the plan2014-12-31$10,000
Total contributions received or receivable from participants2014-12-31$20,646
Other income received2014-12-31$10,758
Net income (gross income less expenses)2014-12-31$16,988
Net plan assets at end of year (total assets less liabilities)2014-12-31$234,643
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$217,655
2013 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources2013-12-31$44,484
Expenses. Total of all expenses incurred2013-12-31$49,124
Benefits paid (including direct rollovers)2013-12-31$49,124
Total plan assets at end of year2013-12-31$217,655
Total plan assets at beginning of year2013-12-31$222,295
Total contributions received or receivable from participants2013-12-31$20,646
Other income received2013-12-31$23,838
Net income (gross income less expenses)2013-12-31$-4,640
Net plan assets at end of year (total assets less liabilities)2013-12-31$217,655
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$222,295
2012 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources2012-12-31$40,109
Expenses. Total of all expenses incurred2012-12-31$16,903
Benefits paid (including direct rollovers)2012-12-31$16,903
Total plan assets at end of year2012-12-31$222,295
Total plan assets at beginning of year2012-12-31$199,089
Total contributions received or receivable from participants2012-12-31$26,625
Other income received2012-12-31$13,484
Net income (gross income less expenses)2012-12-31$23,206
Net plan assets at end of year (total assets less liabilities)2012-12-31$222,295
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$199,089
2011 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2011 401k financial data
Total income from all sources2011-12-31$12,305
Expenses. Total of all expenses incurred2011-12-31$198,952
Benefits paid (including direct rollovers)2011-12-31$198,952
Total plan assets at end of year2011-12-31$199,089
Total plan assets at beginning of year2011-12-31$385,736
Total contributions received or receivable from participants2011-12-31$30,316
Other income received2011-12-31$-18,011
Net income (gross income less expenses)2011-12-31$-186,647
Net plan assets at end of year (total assets less liabilities)2011-12-31$199,089
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$385,736
2010 : NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2010 401k financial data
Total income from all sources2010-12-31$68,804
Total plan assets at end of year2010-12-31$385,736
Total plan assets at beginning of year2010-12-31$316,932
Total contributions received or receivable from participants2010-12-31$31,067
Other income received2010-12-31$37,737
Net income (gross income less expenses)2010-12-31$68,804
Net plan assets at end of year (total assets less liabilities)2010-12-31$385,736
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$316,932

Form 5500 Responses for NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN

2023: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
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: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: NATIONAL ASSOCIATION OF SCHOLARS, INC TAX-DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered4
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered4
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered4
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered4
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered5
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered5
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number357630
Policy instance 1
Insurance contract or identification number357630
Number of Individuals Covered5
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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