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NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 401k Plan overview

Plan NameNATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN
Plan identification number 002

NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC.
Employer identification number (EIN):363481016
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01ROBERT CLAYBORNE2024-02-08
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01ROBERT CLAYBORNE
0022016-07-01ROBERT CLAYBORNE
0022015-07-01ROBERT CLAYBORNE ROBERT CLAYBORNE2016-12-14
0022014-07-01ROBERT CLAYBORNE
0022013-07-01ROBERT CLAYBORNE ROBERT CLAYBORNE2015-01-28
0022012-07-01ROBERT CLAYBORNE2014-01-15
0022011-07-01ROBERT CLAYBORNE2013-07-30
0022010-07-01ROBERT CLAYBORNE2013-07-30

Plan Statistics for NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN

401k plan membership statisitcs for NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN

Measure Date Value
2022: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01214
Total number of active participants reported on line 7a of the Form 55002022-07-01122
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0195
Total of all active and inactive participants2022-07-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-011
Total participants2022-07-01218
Number of participants with account balances2022-07-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01226
Total number of active participants reported on line 7a of the Form 55002021-07-01137
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01102
Total of all active and inactive participants2021-07-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-01240
Number of participants with account balances2021-07-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01234
Total number of active participants reported on line 7a of the Form 55002020-07-01141
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0188
Total of all active and inactive participants2020-07-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01229
Number of participants with account balances2020-07-01196
2019: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01206
Total number of active participants reported on line 7a of the Form 55002019-07-01147
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0187
Total of all active and inactive participants2019-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01234
Number of participants with account balances2019-07-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01199
Total number of active participants reported on line 7a of the Form 55002018-07-01119
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0185
Total of all active and inactive participants2018-07-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01204
Number of participants with account balances2018-07-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01184
Total number of active participants reported on line 7a of the Form 55002017-07-01120
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0179
Total of all active and inactive participants2017-07-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01199
Number of participants with account balances2017-07-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01174
Total number of active participants reported on line 7a of the Form 55002016-07-01113
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0171
Total of all active and inactive participants2016-07-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01184
Number of participants with account balances2016-07-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01163
Total number of active participants reported on line 7a of the Form 55002015-07-01105
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0169
Total of all active and inactive participants2015-07-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01174
Number of participants with account balances2015-07-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01163
Total number of active participants reported on line 7a of the Form 55002014-07-01102
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0161
Total of all active and inactive participants2014-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01163
Number of participants with account balances2014-07-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01126
Total number of active participants reported on line 7a of the Form 55002013-07-01104
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0159
Total of all active and inactive participants2013-07-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01163
Number of participants with account balances2013-07-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010

Financial Data on NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN

Measure Date Value
2023 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$3,104,327
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$773,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$773,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,209,392
Value of total assets at end of year2023-06-30$17,447,144
Value of total assets at beginning of year2023-06-30$15,116,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$175
Total interest from all sources2023-06-30$23,173
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$5,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$1,082,924
Participant contributions at end of year2023-06-30$32,961
Participant contributions at beginning of year2023-06-30$60,572
Participant contributions at end of year2023-06-30$0
Participant contributions at beginning of year2023-06-30$43,337
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$126,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,330,940
Value of net assets at end of year (total assets less liabilities)2023-06-30$17,447,144
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$15,116,204
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$13,373,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$10,873,478
Value of interest in pooled separate accounts at end of year2023-06-30$673,448
Value of interest in pooled separate accounts at beginning of year2023-06-30$780,773
Interest on participant loans2023-06-30$2,947
Interest earned on other investments2023-06-30$20,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$3,367,177
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$3,358,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,938,971
Net investment gain/loss from pooled separate accounts2023-06-30$-67,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$773,212
Contract administrator fees2023-06-30$175
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30RSM US LLP
Accountancy firm EIN2023-06-30420714325
2022 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-1,048,017
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$523,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$522,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,026,574
Value of total assets at end of year2022-06-30$15,116,204
Value of total assets at beginning of year2022-06-30$16,687,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$250
Total interest from all sources2022-06-30$103,000
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,004,060
Participant contributions at end of year2022-06-30$60,572
Participant contributions at beginning of year2022-06-30$6,712
Participant contributions at end of year2022-06-30$43,337
Participant contributions at beginning of year2022-06-30$41,690
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$22,514
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,571,192
Value of net assets at end of year (total assets less liabilities)2022-06-30$15,116,204
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,687,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$10,873,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$12,831,609
Value of interest in pooled separate accounts at end of year2022-06-30$780,773
Value of interest in pooled separate accounts at beginning of year2022-06-30$587,639
Interest on participant loans2022-06-30$1,745
Interest earned on other investments2022-06-30$101,255
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$3,358,044
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$3,219,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,321,881
Net investment gain/loss from pooled separate accounts2022-06-30$144,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$522,925
Contract administrator fees2022-06-30$250
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2022-06-30381357951
2021 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,646,412
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,372,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,372,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,151,364
Value of total assets at end of year2021-06-30$16,687,396
Value of total assets at beginning of year2021-06-30$13,413,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$75
Total interest from all sources2021-06-30$110,383
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,002,801
Participant contributions at end of year2021-06-30$6,712
Participant contributions at beginning of year2021-06-30$0
Participant contributions at end of year2021-06-30$41,690
Participant contributions at beginning of year2021-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$148,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$3,273,825
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,687,396
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$13,413,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$12,831,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$9,337,106
Value of interest in pooled separate accounts at end of year2021-06-30$587,639
Value of interest in pooled separate accounts at beginning of year2021-06-30$584,206
Interest on participant loans2021-06-30$27
Interest earned on other investments2021-06-30$110,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$3,219,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$3,492,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,345,563
Net investment gain/loss from pooled separate accounts2021-06-30$39,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,372,512
Contract administrator fees2021-06-30$75
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2021-06-30381357951
2020 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,822,203
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$386,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$386,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,269,001
Value of total assets at end of year2020-06-30$13,413,571
Value of total assets at beginning of year2020-06-30$11,977,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$0
Total interest from all sources2020-06-30$106,680
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$847,454
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$421,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,435,945
Value of net assets at end of year (total assets less liabilities)2020-06-30$13,413,571
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$11,977,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$9,337,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,129,700
Value of interest in pooled separate accounts at end of year2020-06-30$584,206
Value of interest in pooled separate accounts at beginning of year2020-06-30$534,600
Interest earned on other investments2020-06-30$106,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$3,492,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$3,313,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$441,344
Net investment gain/loss from pooled separate accounts2020-06-30$5,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$386,258
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2020-06-30381357951
2019 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,395,061
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$454,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$454,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$879,210
Value of total assets at end of year2019-06-30$11,977,626
Value of total assets at beginning of year2019-06-30$11,036,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$100,464
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$685,267
Participant contributions at end of year2019-06-30$0
Participant contributions at beginning of year2019-06-30$28,061
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$193,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$940,715
Value of net assets at end of year (total assets less liabilities)2019-06-30$11,977,626
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$11,036,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$8,129,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$7,610,930
Value of interest in pooled separate accounts at end of year2019-06-30$534,600
Value of interest in pooled separate accounts at beginning of year2019-06-30$515,843
Interest earned on other investments2019-06-30$100,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$3,313,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$2,882,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$388,690
Net investment gain/loss from pooled separate accounts2019-06-30$26,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$454,346
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2019-06-30381357951
2018 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$2,011,103
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$595,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$595,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,177,516
Value of total assets at end of year2018-06-30$11,036,911
Value of total assets at beginning of year2018-06-30$9,621,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$91,125
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$684,387
Participant contributions at end of year2018-06-30$28,061
Participant contributions at beginning of year2018-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$493,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,415,775
Value of net assets at end of year (total assets less liabilities)2018-06-30$11,036,911
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$9,621,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$7,610,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$6,377,274
Value of interest in pooled separate accounts at end of year2018-06-30$515,843
Value of interest in pooled separate accounts at beginning of year2018-06-30$397,068
Interest earned on other investments2018-06-30$91,125
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$2,882,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$2,846,794
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$7,246
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$720,009
Net investment gain/loss from pooled separate accounts2018-06-30$22,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$588,082
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2018-06-30381357951
2017 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$2,350,035
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$305,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$305,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,466,459
Value of total assets at end of year2017-06-30$9,621,136
Value of total assets at beginning of year2017-06-30$7,577,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$94,454
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-06-30$0
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$671,303
Participant contributions at end of year2017-06-30$0
Participant contributions at beginning of year2017-06-30$28,037
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$795,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,044,036
Value of net assets at end of year (total assets less liabilities)2017-06-30$9,621,136
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,577,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$6,377,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$4,541,942
Value of interest in pooled separate accounts at end of year2017-06-30$397,068
Value of interest in pooled separate accounts at beginning of year2017-06-30$433,005
Interest earned on other investments2017-06-30$94,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$2,846,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$2,574,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$772,792
Net investment gain/loss from pooled separate accounts2017-06-30$16,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$305,999
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2017-06-30381357951
2016 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$771,823
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$219,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$219,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$734,018
Value of total assets at end of year2016-06-30$7,577,100
Value of total assets at beginning of year2016-06-30$7,024,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$0
Total interest from all sources2016-06-30$83,219
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$662,994
Participant contributions at end of year2016-06-30$28,037
Participant contributions at beginning of year2016-06-30$29,086
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$71,024
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$552,332
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,577,100
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,024,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$4,541,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$4,219,728
Value of interest in pooled separate accounts at end of year2016-06-30$433,005
Value of interest in pooled separate accounts at beginning of year2016-06-30$388,972
Interest earned on other investments2016-06-30$83,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$2,574,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$2,386,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-73,154
Net investment gain/loss from pooled separate accounts2016-06-30$27,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$219,491
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2016-06-30381357951
2015 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$966,589
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$255,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$255,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$678,641
Value of total assets at end of year2015-06-30$7,024,768
Value of total assets at beginning of year2015-06-30$6,314,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$0
Total interest from all sources2015-06-30$79,047
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$646,332
Participant contributions at end of year2015-06-30$29,086
Participant contributions at beginning of year2015-06-30$25,652
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$32,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$710,666
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,024,768
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$6,314,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$4,219,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$3,781,039
Value of interest in pooled separate accounts at end of year2015-06-30$388,972
Value of interest in pooled separate accounts at beginning of year2015-06-30$267,638
Interest earned on other investments2015-06-30$79,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$2,386,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$2,239,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$176,782
Net investment gain/loss from pooled separate accounts2015-06-30$32,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$255,923
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2015-06-30381357951
2014 : NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$1,530,021
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$371,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$371,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$817,520
Value of total assets at end of year2014-06-30$6,314,102
Value of total assets at beginning of year2014-06-30$5,155,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$73,979
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$577,196
Participant contributions at end of year2014-06-30$25,652
Participant contributions at beginning of year2014-06-30$20,378
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$240,324
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,158,950
Value of net assets at end of year (total assets less liabilities)2014-06-30$6,314,102
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$5,155,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$3,781,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$2,948,082
Value of interest in pooled separate accounts at end of year2014-06-30$267,638
Value of interest in pooled separate accounts at beginning of year2014-06-30$221,406
Interest earned on other investments2014-06-30$73,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$2,239,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,965,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$612,870
Net investment gain/loss from pooled separate accounts2014-06-30$25,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$371,071
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30PLANTE & MORAN, PLLC
Accountancy firm EIN2014-06-30381357951

Form 5500 Responses for NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN

2022: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: NATIONAL COUNCIL OF STATE BOARDS OF NURSING, INC. 403(B) TDA PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered215
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered213
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered196
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered194
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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 number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered174
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered166
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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 number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered150
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
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 number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered138
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 number365867
Policy instance 1
Insurance contract or identification number365867
Number of Individuals Covered133
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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

Potentially related plans

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