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SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameSOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

SOUTHERN REGIONAL EDUCATION BOARD has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN REGIONAL EDUCATION BOARD
Employer identification number (EIN):580566141
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LAUREN A. BAUS2024-06-11
0012022-01-01LAUREN A. BAUS2023-07-06
0012021-01-01LAUREN A. BAUS2022-06-22
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LAUREN A. BAUS LAUREN A. BAUS2018-10-05
0012016-01-01LAUREN A. BAUS LAUREN A. BAUS2017-06-27
0012015-01-01TRICIA P. AVERY TRICIA P. AVERY2016-07-14
0012014-01-01TRICIA P. AVERY
0012013-01-01TRICIA P. AVERY TRICIA P. AVERY2014-07-22
0012012-01-01TRICIA P. AVERY TRICIA P. AVERY2013-07-23
0012011-01-01TRICIA P. AVERY TRICIA P. AVERY2012-07-27
0012010-01-01TRICIA P. AVERY TRICIA P. AVERY2011-07-28
0012009-01-01TRICIA P. AVERY TRICIA P. AVERY2010-10-14

Plan Statistics for SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01358
Total number of active participants reported on line 7a of the Form 55002023-01-01119
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01235
Total of all active and inactive participants2023-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01356
Number of participants with account balances2023-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01368
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01238
Total of all active and inactive participants2022-01-01348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0110
Total participants2022-01-01358
Number of participants with account balances2022-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01371
Total number of active participants reported on line 7a of the Form 55002021-01-01115
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01245
Total of all active and inactive participants2021-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-018
Total participants2021-01-01368
Number of participants with account balances2021-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01375
Total number of active participants reported on line 7a of the Form 55002020-01-01120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01246
Total of all active and inactive participants2020-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01371
Number of participants with account balances2020-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01361
Total number of active participants reported on line 7a of the Form 55002019-01-01122
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01250
Total of all active and inactive participants2019-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01375
Number of participants with account balances2019-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01353
Total number of active participants reported on line 7a of the Form 55002018-01-01123
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01236
Total of all active and inactive participants2018-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01361
Number of participants with account balances2018-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01342
Total number of active participants reported on line 7a of the Form 55002017-01-01129
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01225
Total of all active and inactive participants2017-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01355
Number of participants with account balances2017-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01342
Total number of active participants reported on line 7a of the Form 55002016-01-01117
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01224
Total of all active and inactive participants2016-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01342
Number of participants with account balances2016-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01329
Total number of active participants reported on line 7a of the Form 55002015-01-01128
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01213
Total of all active and inactive participants2015-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01342
Number of participants with account balances2015-01-01336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01322
Total number of active participants reported on line 7a of the Form 55002014-01-01117
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01211
Total of all active and inactive participants2014-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01329
Number of participants with account balances2014-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01328
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01211
Total of all active and inactive participants2013-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01330
Number of participants with account balances2013-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01326
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01210
Total of all active and inactive participants2012-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01328
Number of participants with account balances2012-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01319
Total number of active participants reported on line 7a of the Form 55002011-01-01137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01189
Total of all active and inactive participants2011-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01326
Number of participants with account balances2011-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01329
Total number of active participants reported on line 7a of the Form 55002010-01-01138
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01180
Total of all active and inactive participants2010-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01319
Number of participants with account balances2010-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01326
Total number of active participants reported on line 7a of the Form 55002009-01-01282
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01327
Number of participants with account balances2009-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2023 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$7,551,656
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,468,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,412,330
Expenses. Certain deemed distributions of participant loans2023-12-31$6,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,716,081
Value of total assets at end of year2023-12-31$48,668,491
Value of total assets at beginning of year2023-12-31$43,585,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$49,969
Total interest from all sources2023-12-31$776,396
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$250,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$250,119
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$763,050
Participant contributions at end of year2023-12-31$141,914
Participant contributions at beginning of year2023-12-31$193,367
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$11,848
Other income not declared elsewhere2023-12-31$22,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,082,737
Value of net assets at end of year (total assets less liabilities)2023-12-31$48,668,491
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$43,585,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$29,230,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$24,450,549
Value of interest in pooled separate accounts at end of year2023-12-31$1,055,255
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,405,410
Interest on participant loans2023-12-31$10,671
Interest earned on other investments2023-12-31$765,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$18,241,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$17,535,966
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$79,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,964,567
Net investment gain/loss from pooled separate accounts2023-12-31$-177,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$941,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,333,206
Contract administrator fees2023-12-31$35,086
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WARREN AVERETT, LLC
Accountancy firm EIN2023-12-31454084437
2022 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,141,958
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,243,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,172,606
Expenses. Certain deemed distributions of participant loans2022-12-31$7,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,817,068
Value of total assets at end of year2022-12-31$43,585,292
Value of total assets at beginning of year2022-12-31$49,969,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$63,093
Total interest from all sources2022-12-31$659,507
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$260,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$260,038
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$817,891
Participant contributions at end of year2022-12-31$193,367
Participant contributions at beginning of year2022-12-31$92,166
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,164
Other income not declared elsewhere2022-12-31$31,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,385,001
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,585,292
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$49,969,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,450,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,430,761
Value of interest in pooled separate accounts at end of year2022-12-31$1,405,410
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,487,235
Interest on participant loans2022-12-31$7,273
Interest earned on other investments2022-12-31$652,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$17,535,966
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,959,687
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$236,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,022,343
Net investment gain/loss from pooled separate accounts2022-12-31$112,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$980,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,936,283
Contract administrator fees2022-12-31$49,487
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$2,398
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,048,539
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,248,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,199,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,575,923
Value of total assets at end of year2021-12-31$49,969,849
Value of total assets at beginning of year2021-12-31$47,167,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,740
Total interest from all sources2021-12-31$478,148
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$251,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$251,971
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$879,640
Participant contributions at end of year2021-12-31$92,166
Participant contributions at beginning of year2021-12-31$122,665
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$726,077
Other income not declared elsewhere2021-12-31$40,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,799,617
Value of net assets at end of year (total assets less liabilities)2021-12-31$49,969,849
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,167,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,855
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,430,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$31,420,064
Value of interest in pooled separate accounts at end of year2021-12-31$1,487,235
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,740,369
Interest on participant loans2021-12-31$5,649
Interest earned on other investments2021-12-31$472,499
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,959,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,884,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,431,220
Net investment gain/loss from pooled separate accounts2021-12-31$270,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$970,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,199,182
Contract administrator fees2021-12-31$43,885
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31920184475
2020 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,098,345
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,457,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,392,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,861,090
Value of total assets at end of year2020-12-31$47,167,834
Value of total assets at beginning of year2020-12-31$42,526,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$65,265
Total interest from all sources2020-12-31$512,332
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$27,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$27,681
Administrative expenses professional fees incurred2020-12-31$60,894
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$850,890
Participant contributions at end of year2020-12-31$122,665
Participant contributions at beginning of year2020-12-31$62,021
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$37,392
Other income not declared elsewhere2020-12-31$35,614
Administrative expenses (other) incurred2020-12-31$2,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,640,912
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,167,834
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,526,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,933
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$31,420,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,447,321
Value of interest in pooled separate accounts at end of year2020-12-31$1,740,369
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,850,082
Interest on participant loans2020-12-31$4,020
Interest earned on other investments2020-12-31$508,312
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,884,736
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,167,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,677,126
Net investment gain/loss from pooled separate accounts2020-12-31$-15,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$972,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,392,168
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31920184475
2019 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$12,091,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,775,626
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,325,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,323,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,504,296
Value of total assets at end of year2019-12-31$42,526,472
Value of total assets at beginning of year2019-12-31$27,984,729
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,240
Total interest from all sources2019-12-31$420,082
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,245
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$527,218
Participant contributions at end of year2019-12-31$62,021
Participant contributions at beginning of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$843
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$60,842
Administrative expenses (other) incurred2019-12-31$2,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,450,364
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,526,472
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,984,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$127
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,447,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,240,888
Value of interest in pooled separate accounts at end of year2019-12-31$1,850,082
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,282,535
Interest on participant loans2019-12-31$246
Interest earned on other investments2019-12-31$419,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,167,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$9,458,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,767,829
Net investment gain/loss from pooled separate accounts2019-12-31$78,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$916,236
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$1,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,323,022
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31920184475
2018 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$680,428
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,761,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,761,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,599,298
Value of total assets at end of year2018-12-31$27,984,729
Value of total assets at beginning of year2018-12-31$31,065,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$411,209
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$401,633
Participant contributions at end of year2018-12-31$843
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$228,632
Other income not declared elsewhere2018-12-31$13,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,081,098
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,984,729
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,065,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,240,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$19,986,678
Value of interest in pooled separate accounts at end of year2018-12-31$1,282,535
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,284,069
Interest earned on other investments2018-12-31$411,209
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,458,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,795,080
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$572,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,405,098
Net investment gain/loss from pooled separate accounts2018-12-31$61,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$969,033
Employer contributions (assets) at end of year2018-12-31$1,894
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,189,033
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT, LLC
Accountancy firm EIN2018-12-31920184475
2017 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,144,516
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,259,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,259,603
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,333,225
Value of total assets at end of year2017-12-31$31,065,827
Value of total assets at beginning of year2017-12-31$27,180,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$396,189
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$393,131
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,884,913
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,065,827
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,180,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$19,986,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,304,679
Value of interest in pooled separate accounts at end of year2017-12-31$1,284,069
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,247,609
Interest earned on other investments2017-12-31$396,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,795,080
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,628,626
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$149,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,360,419
Net investment gain/loss from pooled separate accounts2017-12-31$54,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$936,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,109,914
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT, LLC
Accountancy firm EIN2017-12-31920184475
2016 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,021,150
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,598,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,598,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,443,145
Value of total assets at end of year2016-12-31$27,180,914
Value of total assets at beginning of year2016-12-31$25,758,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$421,193
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$411,849
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$72,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,422,645
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,180,914
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,758,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,304,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,183,346
Value of interest in pooled separate accounts at end of year2016-12-31$1,247,609
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,211,743
Interest earned on other investments2016-12-31$421,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,628,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$9,363,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,095,561
Net investment gain/loss from pooled separate accounts2016-12-31$61,251
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$958,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,598,505
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN AVERETT, LLC
Accountancy firm EIN2016-12-31920184475
2015 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,738,363
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,396,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,396,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,329,369
Value of total assets at end of year2015-12-31$25,758,269
Value of total assets at beginning of year2015-12-31$25,416,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$388,640
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$396,901
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$341,980
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,758,269
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,416,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,183,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,225,569
Value of interest in pooled separate accounts at end of year2015-12-31$1,211,743
Value of interest in pooled separate accounts at beginning of year2015-12-31$921,270
Interest earned on other investments2015-12-31$388,640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$9,363,180
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$9,269,450
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$242,674
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-63,720
Net investment gain/loss from pooled separate accounts2015-12-31$84,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$930,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,153,709
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARREN AVERETT
Accountancy firm EIN2015-12-31920184475
2014 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,634,921
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,585,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,585,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,190,768
Value of total assets at end of year2014-12-31$25,416,289
Value of total assets at beginning of year2014-12-31$24,367,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$396,629
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$355,428
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,049,111
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,416,289
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,367,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,225,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,277,933
Value of interest in pooled separate accounts at end of year2014-12-31$921,270
Value of interest in pooled separate accounts at beginning of year2014-12-31$896,828
Interest earned on other investments2014-12-31$396,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$9,269,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,192,417
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$204,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$940,816
Net investment gain/loss from pooled separate accounts2014-12-31$106,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$833,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,381,666
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WARREN AVERETTT
Accountancy firm EIN2014-12-31920184475
2013 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,355,330
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,612,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,612,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,209,222
Value of total assets at end of year2013-12-31$24,367,178
Value of total assets at beginning of year2013-12-31$21,624,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$382,791
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$349,520
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$41,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,742,515
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,367,178
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$21,624,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,277,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,806,030
Value of interest in pooled separate accounts at end of year2013-12-31$896,828
Value of interest in pooled separate accounts at beginning of year2013-12-31$815,998
Interest earned on other investments2013-12-31$382,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,192,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,002,635
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$75,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,684,163
Net investment gain/loss from pooled separate accounts2013-12-31$79,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$818,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,536,901
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WARREN AVERETT
Accountancy firm EIN2013-12-31920184475
2012 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,094,388
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$870,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$870,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,183,459
Value of total assets at end of year2012-12-31$21,624,663
Value of total assets at beginning of year2012-12-31$19,401,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$357,662
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$346,382
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,223,618
Value of net assets at end of year (total assets less liabilities)2012-12-31$21,624,663
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,401,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,806,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,922,435
Value of interest in pooled separate accounts at end of year2012-12-31$815,998
Value of interest in pooled separate accounts at beginning of year2012-12-31$728,990
Interest earned on other investments2012-12-31$357,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,002,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,749,620
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$255,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,478,385
Net investment gain/loss from pooled separate accounts2012-12-31$74,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$811,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$615,407
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WARREN AVERETT GH & I
Accountancy firm EIN2012-12-31920184475
2011 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,241,183
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$387,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$387,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,082,851
Value of total assets at end of year2011-12-31$19,401,045
Value of total assets at beginning of year2011-12-31$18,547,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$341,428
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$317,100
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$23,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$853,520
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,401,045
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,547,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,922,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,800,383
Value of interest in pooled separate accounts at end of year2011-12-31$728,990
Value of interest in pooled separate accounts at beginning of year2011-12-31$602,075
Interest earned on other investments2011-12-31$341,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$8,749,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$8,145,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-263,656
Net investment gain/loss from pooled separate accounts2011-12-31$80,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$742,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$387,663
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GIFFORD HILLEGASS & INGWERSEN, LLP
Accountancy firm EIN2011-12-31920184475
2010 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$26,640
Total income from all sources (including contributions)2010-12-31$2,663,843
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,385,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,385,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,097,172
Value of total assets at end of year2010-12-31$18,547,524
Value of total assets at beginning of year2010-12-31$17,295,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$306,053
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$325,227
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$26,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,278,400
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,547,524
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,269,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,800,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,062,884
Value of interest in pooled separate accounts at end of year2010-12-31$602,075
Value of interest in pooled separate accounts at beginning of year2010-12-31$497,529
Interest earned on other investments2010-12-31$306,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$8,145,067
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,735,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,192,650
Net investment gain/loss from pooled separate accounts2010-12-31$67,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$768,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,385,443
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31GIFFORD HILLEGASS & INGWERSEN, LLP
Accountancy firm EIN2010-12-31920184475
2009 : SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN

2023: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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 benefit arrangement – InsuranceYes
2009: SOUTHERN REGIONAL EDUCATION BOARD DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered362
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered357
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered368
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered375
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered372
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered354
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered349
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered337
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 number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered325
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 number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered321
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 number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered319
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 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 number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered316
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365089
Policy instance 1
Insurance contract or identification number365089
Number of Individuals Covered310
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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