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UNION COLLEGE RETIREMENT PLAN 401k Plan overview

Plan NameUNION COLLEGE RETIREMENT PLAN
Plan identification number 001

UNION COLLEGE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

UNION COLLEGE has sponsored the creation of one or more 401k plans.

Company Name:UNION COLLEGE
Employer identification number (EIN):141338580
NAIC Classification:611000

Additional information about UNION COLLEGE

Jurisdiction of Incorporation: Tennessee Secretary of State Division of Business Services
Incorporation Date:
Company Identification Number: 000086124

More information about UNION COLLEGE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION COLLEGE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01SCOTT JONES2024-10-10
0012022-01-01SCOTT JONES2023-07-27
0012021-01-01SCOTT JONES2022-09-15
0012020-01-01SCOTT JONES2021-10-14
0012019-01-01MICHELE GIBSON2020-10-14
0012018-01-01MICHELE GIBSON2019-09-26
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DIANE BLAKE
0012013-01-01DIANE BLAKE
0012012-01-01DIANE BLAKE
0012011-01-01DIANE BLAKE
0012010-01-01DIANE BLAKE
0012009-01-01CAROL LIPMAN

Plan Statistics for UNION COLLEGE RETIREMENT PLAN

401k plan membership statisitcs for UNION COLLEGE RETIREMENT PLAN

Measure Date Value
2023: UNION COLLEGE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,316
Total number of active participants reported on line 7a of the Form 55002023-01-01916
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-011,410
Total of all active and inactive participants2023-01-012,326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012,326
Number of participants with account balances2023-01-012,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0130
2022: UNION COLLEGE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,247
Total number of active participants reported on line 7a of the Form 55002022-01-011,020
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-011,296
Total of all active and inactive participants2022-01-012,316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,316
Number of participants with account balances2022-01-012,053
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: UNION COLLEGE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,216
Total number of active participants reported on line 7a of the Form 55002021-01-011,008
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-011,239
Total of all active and inactive participants2021-01-012,247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,247
Number of participants with account balances2021-01-011,992
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: UNION COLLEGE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,283
Total number of active participants reported on line 7a of the Form 55002020-01-011,073
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,143
Total of all active and inactive participants2020-01-012,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,216
Number of participants with account balances2020-01-011,944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0127
2019: UNION COLLEGE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,274
Total number of active participants reported on line 7a of the Form 55002019-01-011,205
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,078
Total of all active and inactive participants2019-01-012,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,283
Number of participants with account balances2019-01-011,954
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0125
2018: UNION COLLEGE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,264
Total number of active participants reported on line 7a of the Form 55002018-01-011,191
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,083
Total of all active and inactive participants2018-01-012,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,274
Number of participants with account balances2018-01-011,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: UNION COLLEGE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,260
Total number of active participants reported on line 7a of the Form 55002017-01-011,192
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,072
Total of all active and inactive participants2017-01-012,264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,264
Number of participants with account balances2017-01-011,886
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: UNION COLLEGE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,233
Total number of active participants reported on line 7a of the Form 55002016-01-011,232
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,028
Total of all active and inactive participants2016-01-012,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,260
Number of participants with account balances2016-01-011,850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: UNION COLLEGE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,133
Total number of active participants reported on line 7a of the Form 55002015-01-011,237
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01996
Total of all active and inactive participants2015-01-012,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,233
Number of participants with account balances2015-01-011,819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: UNION COLLEGE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,688
Total number of active participants reported on line 7a of the Form 55002014-01-011,153
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01980
Total of all active and inactive participants2014-01-012,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-012,133
Number of participants with account balances2014-01-011,780
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: UNION COLLEGE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,687
Total number of active participants reported on line 7a of the Form 55002013-01-01928
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01750
Total of all active and inactive participants2013-01-011,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,684
Number of participants with account balances2013-01-011,565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: UNION COLLEGE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,674
Total number of active participants reported on line 7a of the Form 55002012-01-01990
Number of other retired or separated participants entitled to future benefits2012-01-01693
Total of all active and inactive participants2012-01-011,683
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-011,687
Number of participants with account balances2012-01-011,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: UNION COLLEGE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,663
Total number of active participants reported on line 7a of the Form 55002011-01-01987
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01678
Total of all active and inactive participants2011-01-011,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-011,674
Number of participants with account balances2011-01-011,539
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNION COLLEGE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,566
Total number of active participants reported on line 7a of the Form 55002010-01-01933
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01667
Total of all active and inactive participants2010-01-011,600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-011,602
Number of participants with account balances2010-01-011,492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UNION COLLEGE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,549
Total number of active participants reported on line 7a of the Form 55002009-01-011,380
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01159
Total of all active and inactive participants2009-01-011,539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-011,541
Number of participants with account balances2009-01-011,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UNION COLLEGE RETIREMENT PLAN

Measure Date Value
2023 : UNION COLLEGE RETIREMENT PLAN 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$0
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$60,989,653
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$22,784,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$22,681,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,507,327
Value of total assets at end of year2023-12-31$384,396,694
Value of total assets at beginning of year2023-12-31$346,191,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$103,529
Total interest from all sources2023-12-31$4,833,394
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,909,982
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$3,909,982
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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$4,579,453
Participant contributions at end of year2023-12-31$536,862
Participant contributions at beginning of year2023-12-31$360,785
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$3,051,009
Other income not declared elsewhere2023-12-31$246,548
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$38,204,906
Value of net assets at end of year (total assets less liabilities)2023-12-31$384,396,694
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$346,191,788
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$8,760
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$270,037,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$231,034,098
Value of interest in pooled separate accounts at end of year2023-12-31$11,137,620
Value of interest in pooled separate accounts at beginning of year2023-12-31$13,467,830
Interest on participant loans2023-12-31$27,386
Interest earned on other investments2023-12-31$4,745,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,205,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,868,195
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,868,195
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$60,463
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$101,479,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$99,460,880
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$3,451,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$40,277,559
Net investment gain/loss from pooled separate accounts2023-12-31$-1,785,157
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$5,876,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$19,229,824
Contract administrator fees2023-12-31$49,589
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 name2023-12-31BONADIO & CO., LLP
Accountancy firm EIN2023-12-31161131146
2022 : UNION COLLEGE RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-34,291,840
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$20,452,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,318,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,005,283
Value of total assets at end of year2022-12-31$346,191,788
Value of total assets at beginning of year2022-12-31$400,935,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,878
Total interest from all sources2022-12-31$4,140,934
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,311,092
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$3,311,092
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$4,739,956
Participant contributions at end of year2022-12-31$360,785
Participant contributions at beginning of year2022-12-31$261,586
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$180,039
Other income not declared elsewhere2022-12-31$304,419
Administrative expenses (other) incurred2022-12-31$55,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-54,743,955
Value of net assets at end of year (total assets less liabilities)2022-12-31$346,191,788
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$400,935,743
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$231,034,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$283,374,916
Value of interest in pooled separate accounts at end of year2022-12-31$13,467,830
Value of interest in pooled separate accounts at beginning of year2022-12-31$12,623,285
Interest on participant loans2022-12-31$15,972
Interest earned on other investments2022-12-31$4,102,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,868,195
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,025,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,025,533
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$22,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$99,460,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$102,650,423
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,236,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-54,102,205
Net investment gain/loss from pooled separate accounts2022-12-31$1,048,637
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$6,085,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,081,973
Contract administrator fees2022-12-31$78,177
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 name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : UNION COLLEGE RETIREMENT PLAN 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$58,138,915
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$20,972,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,824,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$13,657,623
Value of total assets at end of year2021-12-31$400,935,743
Value of total assets at beginning of year2021-12-31$363,769,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$148,670
Total interest from all sources2021-12-31$3,601,026
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,435,975
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$4,435,975
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$4,617,689
Participant contributions at end of year2021-12-31$261,586
Participant contributions at beginning of year2021-12-31$287,300
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,507,839
Other income not declared elsewhere2021-12-31$275,265
Administrative expenses (other) incurred2021-12-31$63,777
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$37,166,048
Value of net assets at end of year (total assets less liabilities)2021-12-31$400,935,743
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$363,769,695
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$283,374,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$247,517,865
Value of interest in pooled separate accounts at end of year2021-12-31$12,623,285
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,656,207
Interest on participant loans2021-12-31$15,338
Interest earned on other investments2021-12-31$3,585,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,025,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,818,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,818,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$102,650,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$103,489,668
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,772,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,276,902
Net investment gain/loss from pooled separate accounts2021-12-31$1,892,124
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$7,532,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,051,851
Contract administrator fees2021-12-31$84,893
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 name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : UNION COLLEGE RETIREMENT PLAN 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$49,650,960
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$20,569,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,432,399
Value of total corrective distributions2020-12-31$419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,108,328
Value of total assets at end of year2020-12-31$363,769,695
Value of total assets at beginning of year2020-12-31$334,688,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$136,923
Total interest from all sources2020-12-31$4,082,049
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,839,503
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$2,839,503
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$4,187,486
Participant contributions at end of year2020-12-31$287,300
Participant contributions at beginning of year2020-12-31$274,673
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,316,543
Other income not declared elsewhere2020-12-31$216,957
Administrative expenses (other) incurred2020-12-31$70,192
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$29,081,219
Value of net assets at end of year (total assets less liabilities)2020-12-31$363,769,695
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$334,688,476
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$247,517,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$218,291,391
Value of interest in pooled separate accounts at end of year2020-12-31$10,656,207
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,493,585
Interest on participant loans2020-12-31$14,008
Interest earned on other investments2020-12-31$4,064,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,818,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,137,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,137,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,086
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$103,489,668
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$103,490,999
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$3,696,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$32,499,448
Net investment gain/loss from pooled separate accounts2020-12-31$-95,325
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$3,604,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,736,176
Contract administrator fees2020-12-31$66,731
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : UNION COLLEGE RETIREMENT PLAN 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$59,682,213
Total income from all sources (including contributions)2019-12-31$59,682,213
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$18,739,947
Total of all expenses incurred2019-12-31$18,739,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,608,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,608,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,473,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,473,955
Value of total assets at end of year2019-12-31$334,688,476
Value of total assets at end of year2019-12-31$334,688,476
Value of total assets at beginning of year2019-12-31$293,746,210
Value of total assets at beginning of year2019-12-31$293,746,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$131,459
Total interest from all sources2019-12-31$4,172,805
Total interest from all sources2019-12-31$4,172,805
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,314,449
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,314,449
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$5,314,449
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,314,449
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$500,000
Value of fidelity bond cover2019-12-31$500,000
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$4,113,129
Contributions received from participants2019-12-31$4,113,129
Participant contributions at end of year2019-12-31$274,673
Participant contributions at end of year2019-12-31$274,673
Participant contributions at beginning of year2019-12-31$295,535
Participant contributions at beginning of year2019-12-31$295,535
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,728,168
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,728,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$15,620
Other income not declared elsewhere2019-12-31$196,110
Other income not declared elsewhere2019-12-31$196,110
Administrative expenses (other) incurred2019-12-31$68,132
Administrative expenses (other) incurred2019-12-31$68,132
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$40,942,266
Value of net income/loss2019-12-31$40,942,266
Value of net assets at end of year (total assets less liabilities)2019-12-31$334,688,476
Value of net assets at end of year (total assets less liabilities)2019-12-31$334,688,476
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$293,746,210
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$218,291,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$218,291,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$176,678,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$176,678,073
Value of interest in pooled separate accounts at end of year2019-12-31$11,493,585
Value of interest in pooled separate accounts at end of year2019-12-31$11,493,585
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,047,430
Value of interest in pooled separate accounts at beginning of year2019-12-31$11,047,430
Interest on participant loans2019-12-31$14,012
Interest on participant loans2019-12-31$14,012
Interest earned on other investments2019-12-31$4,138,499
Interest earned on other investments2019-12-31$4,138,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,137,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,137,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,128,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,128,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,128,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,128,605
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$103,490,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$103,490,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$104,580,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$104,580,947
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,933,102
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,933,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,921,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$36,921,872
Net investment gain/loss from pooled separate accounts2019-12-31$603,022
Net investment gain/loss from pooled separate accounts2019-12-31$603,022
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
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$5,632,658
Contributions received in cash from employer2019-12-31$5,632,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,675,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,675,386
Contract administrator fees2019-12-31$63,327
Contract administrator fees2019-12-31$63,327
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 name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : UNION COLLEGE RETIREMENT PLAN 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$3,264,679
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$17,360,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,271,012
Expenses. Certain deemed distributions of participant loans2018-12-31$2,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,696,705
Value of total assets at end of year2018-12-31$293,746,210
Value of total assets at beginning of year2018-12-31$307,842,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$87,892
Total interest from all sources2018-12-31$4,329,977
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,926,130
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$2,926,130
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$3,989,420
Participant contributions at end of year2018-12-31$295,535
Participant contributions at beginning of year2018-12-31$243,290
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,240,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$15,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$279,746
Administrative expenses (other) incurred2018-12-31$48,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,096,232
Value of net assets at end of year (total assets less liabilities)2018-12-31$293,746,210
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$307,842,442
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$176,678,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$193,246,379
Value of interest in pooled separate accounts at end of year2018-12-31$11,047,430
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,086,073
Interest on participant loans2018-12-31$15,360
Interest earned on other investments2018-12-31$4,300,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,128,605
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$17,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$17,461
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$104,580,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$103,249,239
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,504,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-15,481,746
Net investment gain/loss from pooled separate accounts2018-12-31$513,867
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$5,466,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$14,766,572
Contract administrator fees2018-12-31$39,255
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : UNION COLLEGE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$47,566,329
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,813,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$12,802,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,864,381
Value of total assets at end of year2017-12-31$307,842,442
Value of total assets at beginning of year2017-12-31$273,089,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,405
Total interest from all sources2017-12-31$11,343
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,779,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,779,130
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,036,127
Participant contributions at end of year2017-12-31$243,290
Participant contributions at beginning of year2017-12-31$255,458
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,269,983
Other income not declared elsewhere2017-12-31$5,291
Administrative expenses (other) incurred2017-12-31$10,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$34,753,229
Value of net assets at end of year (total assets less liabilities)2017-12-31$307,842,442
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$273,089,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$193,246,379
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$162,805,950
Value of interest in pooled separate accounts at end of year2017-12-31$11,086,073
Value of interest in pooled separate accounts at beginning of year2017-12-31$10,405,179
Interest on participant loans2017-12-31$11,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$17,461
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$153,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$153,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$103,249,239
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$99,469,193
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,228,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$31,446,214
Net investment gain/loss from pooled separate accounts2017-12-31$459,970
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$5,558,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,574,281
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BONADIO & CO., LLP
Accountancy firm EIN2017-12-31161131146
2016 : UNION COLLEGE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$27,980,602
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$13,357,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$13,345,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,457,065
Value of total assets at end of year2016-12-31$273,089,213
Value of total assets at beginning of year2016-12-31$258,465,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,154
Total interest from all sources2016-12-31$3,237,784
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,912,168
Participant contributions at end of year2016-12-31$255,458
Participant contributions at beginning of year2016-12-31$221,295
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,128,039
Other income not declared elsewhere2016-12-31$11,358
Administrative expenses (other) incurred2016-12-31$11,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,623,455
Value of net assets at end of year (total assets less liabilities)2016-12-31$273,089,213
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$258,465,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$162,805,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$152,885,191
Value of interest in pooled separate accounts at end of year2016-12-31$10,405,179
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,609,035
Interest on participant loans2016-12-31$9,097
Interest earned on other investments2016-12-31$3,228,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$153,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$188,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$188,895
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$99,469,193
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$95,561,342
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,285,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,769,952
Net investment gain/loss from pooled separate accounts2016-12-31$504,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$5,416,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,060,908
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BONADIO & CO., LLP
Accountancy firm EIN2016-12-31161131146
2015 : UNION COLLEGE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$13,909,947
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$17,101,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,098,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,688,922
Value of total assets at end of year2015-12-31$258,465,758
Value of total assets at beginning of year2015-12-31$261,657,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,958
Total interest from all sources2015-12-31$3,218,292
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,824,029
Participant contributions at end of year2015-12-31$221,295
Participant contributions at beginning of year2015-12-31$210,669
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$640,671
Other income not declared elsewhere2015-12-31$72,584
Administrative expenses (other) incurred2015-12-31$2,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,191,492
Value of net assets at end of year (total assets less liabilities)2015-12-31$258,465,758
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$261,657,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$152,885,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$159,778,841
Value of interest in pooled separate accounts at end of year2015-12-31$9,609,035
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,517,928
Interest on participant loans2015-12-31$8,090
Interest earned on other investments2015-12-31$3,210,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$188,895
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$30,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$30,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$95,561,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$93,119,449
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,979,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$219,587
Net investment gain/loss from pooled separate accounts2015-12-31$710,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,224,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$15,118,850
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BONADIO & CO., LLP
Accountancy firm EIN2015-12-31161131146
2014 : UNION COLLEGE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$25,442,998
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$15,562,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,562,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,858,234
Value of total assets at end of year2014-12-31$261,657,250
Value of total assets at beginning of year2014-12-31$251,776,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$3,362,943
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,731,860
Participant contributions at end of year2014-12-31$210,669
Participant contributions at beginning of year2014-12-31$173,817
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$926,525
Other income not declared elsewhere2014-12-31$142,808
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$93,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,880,753
Value of net assets at end of year (total assets less liabilities)2014-12-31$261,657,250
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$251,776,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$159,778,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$151,074,376
Value of interest in pooled separate accounts at end of year2014-12-31$8,517,928
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,436,777
Interest on participant loans2014-12-31$8,051
Interest earned on other investments2014-12-31$3,354,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$30,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$224,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$224,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$93,119,449
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$92,773,182
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,071,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$11,162,914
Net investment gain/loss from pooled separate accounts2014-12-31$916,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,199,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,490,938
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BONADIO & CO., LLP
Accountancy firm EIN2014-12-31161131146
2013 : UNION COLLEGE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$41,706,575
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,811,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$15,819,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,349,734
Value of total assets at end of year2013-12-31$251,776,497
Value of total assets at beginning of year2013-12-31$225,881,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$-7,997
Total interest from all sources2013-12-31$3,791,152
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,691,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,691,182
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,547,986
Participant contributions at end of year2013-12-31$173,817
Participant contributions at beginning of year2013-12-31$142,544
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$803,101
Other income not declared elsewhere2013-12-31$128,211
Administrative expenses (other) incurred2013-12-31$-7,997
Total non interest bearing cash at end of year2013-12-31$93,699
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$25,895,247
Value of net assets at end of year (total assets less liabilities)2013-12-31$251,776,497
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$225,881,250
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$151,074,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$129,976,540
Value of interest in pooled separate accounts at end of year2013-12-31$7,436,777
Value of interest in pooled separate accounts at beginning of year2013-12-31$6,599,913
Interest on participant loans2013-12-31$6,712
Interest earned on other investments2013-12-31$3,784,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$224,646
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$92,773,182
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$89,162,253
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,276,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$26,095,327
Net investment gain/loss from pooled separate accounts2013-12-31$650,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,998,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,542,984
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BONADIO & CO., LLP
Accountancy firm EIN2013-12-31161131146
2012 : UNION COLLEGE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$639,108
Total transfer of assets from this plan2012-12-31$433,746
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$29,027,260
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$10,838,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,834,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,372,424
Value of total assets at end of year2012-12-31$225,881,250
Value of total assets at beginning of year2012-12-31$207,487,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,211
Total interest from all sources2012-12-31$2,737,572
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,864,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,864,624
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,426,629
Participant contributions at end of year2012-12-31$142,544
Participant contributions at beginning of year2012-12-31$158,907
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$124,723
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$4,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$18,188,493
Value of net assets at end of year (total assets less liabilities)2012-12-31$225,881,250
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$207,487,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$129,976,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$114,670,671
Value of interest in pooled separate accounts at end of year2012-12-31$6,599,913
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,984,827
Interest on participant loans2012-12-31$5,503
Interest earned on other investments2012-12-31$2,731,720
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$89,162,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$86,672,990
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,362,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$15,439,517
Net investment gain/loss from pooled separate accounts2012-12-31$613,123
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$4,821,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,472,062
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONADIO & CO., LLP
Accountancy firm EIN2012-12-31161131146
2011 : UNION COLLEGE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$9,356,464
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,242,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,238,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,255,265
Value of total assets at end of year2011-12-31$207,487,395
Value of total assets at beginning of year2011-12-31$204,373,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,549
Total interest from all sources2011-12-31$3,480,895
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$711,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$711,531
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,262,457
Participant contributions at end of year2011-12-31$158,907
Participant contributions at beginning of year2011-12-31$228,929
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$284,519
Administrative expenses (other) incurred2011-12-31$4,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,113,699
Value of net assets at end of year (total assets less liabilities)2011-12-31$207,487,395
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$204,373,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$114,670,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$114,562,701
Value of interest in pooled separate accounts at end of year2011-12-31$5,984,827
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,559,573
Income. Interest from loans (other than to participants)2011-12-31$8,222
Interest earned on other investments2011-12-31$3,472,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$86,672,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$85,022,493
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$904,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,742,379
Net investment gain/loss from pooled separate accounts2011-12-31$651,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,708,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,333,659
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONADIO & CO., LLP
Accountancy firm EIN2011-12-31161131146
2010 : UNION COLLEGE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$4,059,664
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,166
Total income from all sources (including contributions)2010-12-31$25,653,016
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$7,424,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,420,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,370,874
Value of total assets at end of year2010-12-31$204,373,696
Value of total assets at beginning of year2010-12-31$190,206,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,111
Total interest from all sources2010-12-31$5,624
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,027,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,027,311
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,277,316
Participant contributions at beginning of year2010-12-31$24,189
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$330,973
Assets. Loans (other than to participants) at end of year2010-12-31$228,929
Assets. Loans (other than to participants) at beginning of year2010-12-31$61,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,166
Other income not declared elsewhere2010-12-31$2,607,227
Administrative expenses (other) incurred2010-12-31$4,111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,228,796
Value of net assets at end of year (total assets less liabilities)2010-12-31$204,373,696
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$190,204,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$114,562,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$103,733,043
Value of interest in pooled separate accounts at end of year2010-12-31$4,559,573
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,089,871
Interest on participant loans2010-12-31$5,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$85,022,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$83,257,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$13,129,589
Net investment gain/loss from pooled separate accounts2010-12-31$512,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,762,585
Employer contributions (assets) at beginning of year2010-12-31$41,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,420,109
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BONADIO & CO., LLP
Accountancy firm EIN2010-12-31161131146
2009 : UNION COLLEGE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNION COLLEGE RETIREMENT PLAN

2023: UNION COLLEGE RETIREMENT PLAN 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: UNION COLLEGE RETIREMENT PLAN 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: UNION COLLEGE RETIREMENT PLAN 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: UNION COLLEGE RETIREMENT PLAN 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: UNION COLLEGE RETIREMENT PLAN 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: UNION COLLEGE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: UNION COLLEGE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: UNION COLLEGE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: UNION COLLEGE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: UNION COLLEGE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: UNION COLLEGE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: UNION COLLEGE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: UNION COLLEGE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNION COLLEGE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNION COLLEGE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1116
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1132
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 number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1173
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 number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered0
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 number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered0
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 number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered12
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1718
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1723
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered21
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered12
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered22
Insurance policy start date2018-01-01
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1692
Insurance policy start date2018-01-01
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered13
Insurance policy start date2018-01-01
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered13
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1682
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1611
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered25
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered16
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered17
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered26
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1571
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered19
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1309
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered26
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1555
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered29
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered22
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151165
Policy instance 3
Insurance contract or identification number151165
Number of Individuals Covered23
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
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?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 number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1543
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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 number151164
Policy instance 2
Insurance contract or identification number151164
Number of Individuals Covered32
Insurance policy start date2011-07-01
Insurance policy end date2011-12-31
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?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 number151164
Policy instance 3
Insurance contract or identification number151164
Number of Individuals Covered33
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
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?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 number151165
Policy instance 4
Insurance contract or identification number151165
Number of Individuals Covered24
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
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?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 number150574
Policy instance 1
Insurance contract or identification number150574
Number of Individuals Covered1492
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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 number150578
Policy instance 2
Insurance contract or identification number150578
Number of Individuals Covered1121
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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

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