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SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameSAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN
Plan identification number 002

SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

SAN FRANCISCO PARKS ALLIANCE has sponsored the creation of one or more 401k plans.

Company Name:SAN FRANCISCO PARKS ALLIANCE
Employer identification number (EIN):237131784
NAIC Classification:713900

Additional information about SAN FRANCISCO PARKS ALLIANCE

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1971-03-18
Company Identification Number: C0619954
Legal Registered Office Address: 1663 Mission Street, Suite 320

San Francisco
United States of America (USA)
94103

More information about SAN FRANCISCO PARKS ALLIANCE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01LAUREN BUCH2024-10-15 LAUREN BUCH2024-10-15
0022022-01-01JUSTIN PROBERT2023-10-16 JUSTIN PROBERT2023-10-16
0022021-01-01JUSTIN PROBERT2023-12-18 JUSTIN PROBERT2023-12-18
0022019-01-01JUSTIN PROBERT2023-12-18 JUSTIN PROBERT2023-12-18
0022018-01-01JUSTIN PROBERT2023-12-18 JUSTIN PROBERT2023-12-18
0022017-01-01JOHN STONER2018-04-23
0022016-01-01JOHN STONER2017-05-28
0022015-01-01JOHN STONER
0022014-01-01JOHN STONER
0022013-01-01JOHN STONER
0022012-01-01JOHN STONER
0022011-01-01JOHN STONER
0022010-01-01JOHN STONER
0022009-01-01JOHN STONER
0022008-01-01JOHN STONER
0022007-01-01JOHN STONER

Plan Statistics for SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2015: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0149
Total number of active participants reported on line 7a of the Form 55002015-01-0147
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0111
Total of all active and inactive participants2015-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0158
Number of participants with account balances2015-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0142
Total number of active participants reported on line 7a of the Form 55002014-01-0139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0149
Number of participants with account balances2014-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0152
Total number of active participants reported on line 7a of the Form 55002013-01-0149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0154
Number of participants with account balances2013-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0151
Total number of active participants reported on line 7a of the Form 55002012-01-0146
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0152
Number of participants with account balances2012-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0135
Total number of active participants reported on line 7a of the Form 55002011-01-0145
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0151
Number of participants with account balances2011-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0134
Total number of active participants reported on line 7a of the Form 55002010-01-0128
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-017
Total of all active and inactive participants2010-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0135
Number of participants with account balances2010-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0125
Total number of active participants reported on line 7a of the Form 55002009-01-0128
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-0134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0134
Number of participants with account balances2009-01-0129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
2008: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0112
Total number of active participants reported on line 7a of the Form 55002008-01-0119
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-017
Total of all active and inactive participants2008-01-0126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-010
Total participants2008-01-0126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-010
2007: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2007 401k membership
Total participants, beginning-of-year2007-01-011
Total number of active participants reported on line 7a of the Form 55002007-01-0114
Number of retired or separated participants receiving benefits2007-01-010
Number of other retired or separated participants entitled to future benefits2007-01-015
Total of all active and inactive participants2007-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2007-01-010
Total participants2007-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2007-01-010

Financial Data on SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN

Measure Date Value
2015 : SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$182,623
Expenses. Total of all expenses incurred2015-12-31$42,588
Benefits paid (including direct rollovers)2015-12-31$42,588
Total plan assets at end of year2015-12-31$1,259,271
Total plan assets at beginning of year2015-12-31$1,119,236
Total contributions received or receivable from participants2015-12-31$185,622
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-2,999
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$140,035
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,259,271
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,119,236
Assets. Value of participant loans2015-12-31$16,865
Total contributions received or receivable from employer(s)2015-12-31$0
2014 : SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$252,098
Expenses. Total of all expenses incurred2014-12-31$218,997
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$1,119,236
Total plan assets at beginning of year2014-12-31$1,086,135
Total contributions received or receivable from participants2014-12-31$174,076
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$23,178
Noncash contributions received2014-12-31$54,844
Net income (gross income less expenses)2014-12-31$33,101
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,119,236
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,086,135
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$218,997
2013 : SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$328,882
Expenses. Total of all expenses incurred2013-12-31$35,633
Benefits paid (including direct rollovers)2013-12-31$35,633
Total plan assets at end of year2013-12-31$1,086,135
Total plan assets at beginning of year2013-12-31$792,886
Total contributions received or receivable from participants2013-12-31$166,862
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$162,020
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$293,249
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,086,135
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$792,886
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$0
2012 : SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$215,501
Expenses. Total of all expenses incurred2012-12-31$16,857
Benefits paid (including direct rollovers)2012-12-31$16,857
Total plan assets at end of year2012-12-31$792,886
Total plan assets at beginning of year2012-12-31$594,242
Total contributions received or receivable from participants2012-12-31$130,703
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$84,798
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$198,644
Net plan assets at end of year (total assets less liabilities)2012-12-31$792,886
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$594,242
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$125,126
Expenses. Total of all expenses incurred2011-12-31$7,991
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$594,242
Total plan assets at beginning of year2011-12-31$477,107
Total contributions received or receivable from participants2011-12-31$131,500
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-6,374
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$117,135
Net plan assets at end of year (total assets less liabilities)2011-12-31$594,242
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$477,107
Total contributions received or receivable from employer(s)2011-12-31$0
Value of certain deemed distributions of participant loans2011-12-31$7,991
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$161,275
Expenses. Total of all expenses incurred2010-12-31$22,600
Benefits paid (including direct rollovers)2010-12-31$22,600
Total plan assets at end of year2010-12-31$442,159
Total plan assets at beginning of year2010-12-31$321,806
Total contributions received or receivable from participants2010-12-31$110,671
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$50,604
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$138,675
Net plan assets at end of year (total assets less liabilities)2010-12-31$442,159
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$321,806
Assets. Value of real-estate (other than employer real property)2010-12-31$1,968
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0

Form 5500 Responses for SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN

2015: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
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: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
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: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Submission has been amendedNo
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: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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
2008: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – InsuranceYes
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement – InsuranceYes
2008-01-01Plan benefit arrangement - TrustYes
2007: SAN FRANCISCO PARKS ALLIANCE TAX DEFERRED ANNUITY PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01First time form 5500 has been submittedYes
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan funding arrangement – TrustYes
2007-01-01Plan benefit arrangement – InsuranceYes
2007-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200356
Policy instance 1
Insurance contract or identification number200356
Number of Individuals Covered3
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number200356
Policy instance 1
Insurance contract or identification number200356
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number200356
Policy instance 1
Insurance contract or identification number200356
Number of Individuals Covered3
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number200356
Policy instance 1
Insurance contract or identification number200356
Number of Individuals Covered36
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200356
Policy instance 1
Insurance contract or identification number200356
Number of Individuals Covered35
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number200356
Policy instance 1
Insurance contract or identification number200356
Number of Individuals Covered31
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 unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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