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TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 401k Plan overview

Plan NameTIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY
Plan identification number 002

TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FRANKLIN ROAD ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:FRANKLIN ROAD ACADEMY
Employer identification number (EIN):621138075
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01LAURA TURNER
0022016-01-01LAURA TURNER
0022015-01-01LAURA TURNER
0022014-01-01LAURA TURNER
0022013-01-01LAURA TURNER
0022012-01-01GLENN SEAGRAVES
0022011-01-01GLENN SEAGRAVES
0022010-01-01GLENN SEAGRAVES
0022009-01-01GLENN SEAGRAVES
0022009-01-01GLENN SEAGRAVES

Plan Statistics for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY

401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY

Measure Date Value
2023: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2023 401k membership
Total participants, beginning-of-year2023-01-01417
Total number of active participants reported on line 7a of the Form 55002023-01-01193
Number of retired or separated participants receiving benefits2023-01-0183
Number of other retired or separated participants entitled to future benefits2023-01-01147
Total of all active and inactive participants2023-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01423
Number of participants with account balances2023-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2022 401k membership
Total participants, beginning-of-year2022-01-01402
Total number of active participants reported on line 7a of the Form 55002022-01-01189
Number of retired or separated participants receiving benefits2022-01-0185
Number of other retired or separated participants entitled to future benefits2022-01-01142
Total of all active and inactive participants2022-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01417
Number of participants with account balances2022-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2021 401k membership
Total participants, beginning-of-year2021-01-01379
Total number of active participants reported on line 7a of the Form 55002021-01-01174
Number of retired or separated participants receiving benefits2021-01-0184
Number of other retired or separated participants entitled to future benefits2021-01-01135
Total of all active and inactive participants2021-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01394
Number of participants with account balances2021-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2020 401k membership
Total participants, beginning-of-year2020-01-01382
Total number of active participants reported on line 7a of the Form 55002020-01-01168
Number of retired or separated participants receiving benefits2020-01-0183
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01381
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: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2019 401k membership
Total participants, beginning-of-year2019-01-01367
Total number of active participants reported on line 7a of the Form 55002019-01-01171
Number of retired or separated participants receiving benefits2019-01-0180
Number of other retired or separated participants entitled to future benefits2019-01-01130
Total of all active and inactive participants2019-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01382
Number of participants with account balances2019-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2018 401k membership
Total participants, beginning-of-year2018-01-01358
Total number of active participants reported on line 7a of the Form 55002018-01-01165
Number of retired or separated participants receiving benefits2018-01-0174
Number of other retired or separated participants entitled to future benefits2018-01-01126
Total of all active and inactive participants2018-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01366
Number of participants with account balances2018-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2017 401k membership
Total participants, beginning-of-year2017-01-01342
Total number of active participants reported on line 7a of the Form 55002017-01-01153
Number of retired or separated participants receiving benefits2017-01-0175
Number of other retired or separated participants entitled to future benefits2017-01-01129
Total of all active and inactive participants2017-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01357
Number of participants with account balances2017-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2016 401k membership
Total participants, beginning-of-year2016-01-01343
Total number of active participants reported on line 7a of the Form 55002016-01-01141
Number of retired or separated participants receiving benefits2016-01-0169
Number of other retired or separated participants entitled to future benefits2016-01-01130
Total of all active and inactive participants2016-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01340
Number of participants with account balances2016-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2015 401k membership
Total participants, beginning-of-year2015-01-01333
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-0167
Number of other retired or separated participants entitled to future benefits2015-01-01131
Total of all active and inactive participants2015-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01343
Number of participants with account balances2015-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2014 401k membership
Total participants, beginning-of-year2014-01-01339
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-0159
Number of other retired or separated participants entitled to future benefits2014-01-01129
Total of all active and inactive participants2014-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01332
Number of participants with account balances2014-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2013 401k membership
Total participants, beginning-of-year2013-01-01319
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Number of retired or separated participants receiving benefits2013-01-0150
Number of other retired or separated participants entitled to future benefits2013-01-01135
Total of all active and inactive participants2013-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01341
Number of participants with account balances2013-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2012 401k membership
Total participants, beginning-of-year2012-01-01298
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-0144
Number of other retired or separated participants entitled to future benefits2012-01-01123
Total of all active and inactive participants2012-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01319
Number of participants with account balances2012-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2011 401k membership
Total participants, beginning-of-year2011-01-01285
Total number of active participants reported on line 7a of the Form 55002011-01-01147
Number of retired or separated participants receiving benefits2011-01-0137
Number of other retired or separated participants entitled to future benefits2011-01-01114
Total of all active and inactive participants2011-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01298
Number of participants with account balances2011-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2010 401k membership
Total participants, beginning-of-year2010-01-01277
Total number of active participants reported on line 7a of the Form 55002010-01-01149
Number of retired or separated participants receiving benefits2010-01-0129
Number of other retired or separated participants entitled to future benefits2010-01-01107
Total of all active and inactive participants2010-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01285
Number of participants with account balances2010-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2009 401k membership
Total participants, beginning-of-year2009-01-01218
Total number of active participants reported on line 7a of the Form 55002009-01-01282
Total of all active and inactive participants2009-01-01282
Total participants2009-01-01282
Number of participants with account balances2009-01-01282
Number of retired or separated participants receiving benefits2009-01-0124
Number of other retired or separated participants entitled to future benefits2009-01-01105

Financial Data on TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY

Measure Date Value
2022 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,452,941
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,412,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,400,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,354,825
Value of total assets at end of year2022-12-31$20,114,011
Value of total assets at beginning of year2022-12-31$22,979,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,145
Total interest from all sources2022-12-31$222,098
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$218,616
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$218,616
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$778,357
Participant contributions at end of year2022-12-31$45,829
Participant contributions at beginning of year2022-12-31$18,166
Participant contributions at end of year2022-12-31$64,844
Participant contributions at beginning of year2022-12-31$66,117
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,865,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,114,011
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,979,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,552,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,677,384
Value of interest in pooled separate accounts at end of year2022-12-31$755,846
Value of interest in pooled separate accounts at beginning of year2022-12-31$792,647
Interest on participant loans2022-12-31$1,532
Interest earned on other investments2022-12-31$220,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,650,557
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,378,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,311,360
Net investment gain/loss from pooled separate accounts2022-12-31$62,880
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$554,679
Employer contributions (assets) at end of year2022-12-31$44,226
Employer contributions (assets) at beginning of year2022-12-31$46,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,400,708
Contract administrator fees2022-12-31$12,145
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2022-12-31620713250
2021 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1,019
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,107,777
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$621,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$607,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,301,161
Value of total assets at end of year2021-12-31$22,979,805
Value of total assets at beginning of year2021-12-31$19,492,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,913
Total interest from all sources2021-12-31$176,181
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$224,726
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$224,726
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$739,261
Participant contributions at end of year2021-12-31$18,166
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$66,117
Participant contributions at beginning of year2021-12-31$55,740
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$31,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,486,768
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,979,805
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,492,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$16,677,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,704,330
Value of interest in pooled separate accounts at end of year2021-12-31$792,647
Value of interest in pooled separate accounts at beginning of year2021-12-31$652,432
Interest on participant loans2021-12-31$405
Interest earned on other investments2021-12-31$175,776
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,378,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$5,038,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,285,335
Net investment gain/loss from pooled separate accounts2021-12-31$120,374
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$530,216
Employer contributions (assets) at end of year2021-12-31$46,818
Employer contributions (assets) at beginning of year2021-12-31$40,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$607,096
Contract administrator fees2021-12-31$13,913
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2021-12-31620713250
2020 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,952
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$3,434,415
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,588,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,574,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,212,557
Value of total assets at end of year2020-12-31$19,492,018
Value of total assets at beginning of year2020-12-31$17,643,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,743
Total interest from all sources2020-12-31$194,672
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$214,010
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$214,010
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$675,639
Participant contributions at end of year2020-12-31$55,740
Participant contributions at beginning of year2020-12-31$51,546
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$49,762
Other income not declared elsewhere2020-12-31$1
Administrative expenses (other) incurred2020-12-31$1,116
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$1,845,435
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,492,018
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,643,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,704,330
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,112,056
Value of interest in pooled separate accounts at end of year2020-12-31$652,432
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,223,899
Interest earned on other investments2020-12-31$194,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$5,038,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,214,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,818,907
Net investment gain/loss from pooled separate accounts2020-12-31$-5,732
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$487,156
Employer contributions (assets) at end of year2020-12-31$40,938
Employer contributions (assets) at beginning of year2020-12-31$41,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,574,237
Contract administrator fees2020-12-31$13,627
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 name2020-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2020-12-31620713250
2019 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$6,251
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$3,841,075
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$968,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$956,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,297,889
Value of total assets at end of year2019-12-31$17,643,631
Value of total assets at beginning of year2019-12-31$14,764,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,491
Total interest from all sources2019-12-31$190,450
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$168,519
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$168,519
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$649,163
Participant contributions at end of year2019-12-31$51,546
Participant contributions at beginning of year2019-12-31$46,723
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$213,501
Other income not declared elsewhere2019-12-31$20
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$2,872,563
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,643,631
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,764,817
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,112,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,574,524
Value of interest in pooled separate accounts at end of year2019-12-31$7,223,899
Value of interest in pooled separate accounts at beginning of year2019-12-31$671,971
Interest earned on other investments2019-12-31$190,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$426,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$426,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,214,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,012,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,147,621
Net investment gain/loss from pooled separate accounts2019-12-31$36,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$435,225
Employer contributions (assets) at end of year2019-12-31$41,381
Employer contributions (assets) at beginning of year2019-12-31$32,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$956,021
Contract administrator fees2019-12-31$12,491
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 name2019-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2019-12-31620713250
2018 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$407,622
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,163,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,153,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$946,945
Value of total assets at end of year2018-12-31$14,764,817
Value of total assets at beginning of year2018-12-31$15,520,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,289
Total interest from all sources2018-12-31$195,369
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$136,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$136,868
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$548,981
Participant contributions at end of year2018-12-31$46,723
Participant contributions at beginning of year2018-12-31$38,162
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-755,695
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,764,817
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,520,512
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$8,574,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,267,419
Value of interest in pooled separate accounts at end of year2018-12-31$671,971
Value of interest in pooled separate accounts at beginning of year2018-12-31$691,474
Interest earned on other investments2018-12-31$195,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$426,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$449,685
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$449,685
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,012,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,043,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-903,641
Net investment gain/loss from pooled separate accounts2018-12-31$32,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$376,011
Employer contributions (assets) at end of year2018-12-31$32,314
Employer contributions (assets) at beginning of year2018-12-31$30,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,153,028
Contract administrator fees2018-12-31$10,289
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 name2018-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2018-12-31620713250
2017 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$2,698,258
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,139,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,130,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$846,087
Value of total assets at end of year2017-12-31$15,520,512
Value of total assets at beginning of year2017-12-31$13,961,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,863
Total interest from all sources2017-12-31$191,169
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$96,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$96,841
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$488,145
Participant contributions at end of year2017-12-31$38,162
Participant contributions at beginning of year2017-12-31$35,540
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$981
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$1,558,841
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,520,512
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,961,671
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$9,267,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,195,301
Value of interest in pooled separate accounts at end of year2017-12-31$691,474
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,667,916
Interest earned on other investments2017-12-31$191,169
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$449,685
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,043,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,032,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,534,975
Net investment gain/loss from pooled separate accounts2017-12-31$29,186
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$356,961
Employer contributions (assets) at end of year2017-12-31$30,490
Employer contributions (assets) at beginning of year2017-12-31$30,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,130,554
Contract administrator fees2017-12-31$8,863
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 name2017-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2017-12-31620713250
2016 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$2,177,134
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,628,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,622,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,361,099
Value of total assets at end of year2016-12-31$13,961,671
Value of total assets at beginning of year2016-12-31$13,413,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,060
Total interest from all sources2016-12-31$204,952
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$61,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$61,490
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$421,517
Participant contributions at end of year2016-12-31$35,540
Participant contributions at beginning of year2016-12-31$25,045
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$604,849
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$548,247
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,961,671
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,413,424
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$2,195,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,746,850
Value of interest in pooled separate accounts at end of year2016-12-31$6,667,916
Value of interest in pooled separate accounts at beginning of year2016-12-31$649,051
Interest earned on other investments2016-12-31$204,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,032,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,970,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$516,064
Net investment gain/loss from pooled separate accounts2016-12-31$33,529
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$334,733
Employer contributions (assets) at end of year2016-12-31$30,152
Employer contributions (assets) at beginning of year2016-12-31$22,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,622,827
Contract administrator fees2016-12-31$6,060
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 name2016-12-31LBMC, P.C.
Accountancy firm EIN2016-12-31621199757
2015 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$1,003,531
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,657,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,652,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$754,470
Value of total assets at end of year2015-12-31$13,413,424
Value of total assets at beginning of year2015-12-31$14,066,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,719
Total interest from all sources2015-12-31$186,668
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$49,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$49,425
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$427,154
Participant contributions at end of year2015-12-31$25,045
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$10,198
Other income not declared elsewhere2015-12-31$775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-653,567
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,413,424
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,066,991
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$7,746,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,633,837
Value of interest in pooled separate accounts at end of year2015-12-31$649,051
Value of interest in pooled separate accounts at beginning of year2015-12-31$746,886
Interest earned on other investments2015-12-31$186,668
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,970,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,684,913
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-44,881
Net investment gain/loss from pooled separate accounts2015-12-31$57,074
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$317,118
Employer contributions (assets) at end of year2015-12-31$22,246
Employer contributions (assets) at beginning of year2015-12-31$1,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,652,379
Contract administrator fees2015-12-31$4,719
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 name2015-12-31LBMC, P.C.
Accountancy firm EIN2015-12-31621199757
2014 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$1,569,572
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,480,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,479,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$725,623
Value of total assets at end of year2014-12-31$14,066,991
Value of total assets at beginning of year2014-12-31$13,978,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,116
Total interest from all sources2014-12-31$189,167
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$13,244
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$383,390
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$72,956
Other income not declared elsewhere2014-12-31$663
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$88,950
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,066,991
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,978,041
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$8,633,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,694,711
Value of interest in pooled separate accounts at end of year2014-12-31$746,886
Value of interest in pooled separate accounts at beginning of year2014-12-31$489,772
Interest earned on other investments2014-12-31$189,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,684,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,788,289
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$577,417
Net investment gain/loss from pooled separate accounts2014-12-31$63,458
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$269,277
Employer contributions (assets) at end of year2014-12-31$1,355
Employer contributions (assets) at beginning of year2014-12-31$5,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,476,216
Contract administrator fees2014-12-31$1,116
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 name2014-12-31LATTIMORE BLACK MORGAN & CAIN, P.C.
Accountancy firm EIN2014-12-31621199757
2013 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$1,378
Total income from all sources (including contributions)2013-12-31$2,556,700
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,280,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,280,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$734,557
Value of total assets at end of year2013-12-31$13,978,041
Value of total assets at beginning of year2013-12-31$12,703,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$183,693
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$404,358
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$39,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,378
Other income not declared elsewhere2013-12-31$1,888
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$1,276,086
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,978,041
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,701,955
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$8,694,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,630,658
Value of interest in pooled separate accounts at end of year2013-12-31$489,772
Value of interest in pooled separate accounts at beginning of year2013-12-31$395,535
Interest earned on other investments2013-12-31$183,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,788,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,665,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,596,057
Net investment gain/loss from pooled separate accounts2013-12-31$40,505
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$291,178
Employer contributions (assets) at end of year2013-12-31$5,269
Employer contributions (assets) at beginning of year2013-12-31$11,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,280,614
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 name2013-12-31LATTIMORE BLACK MORGAN & CAIN, P.C.
Accountancy firm EIN2013-12-31621199757
2012 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$1,378
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$1,964,865
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$496,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$496,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$862,894
Value of total assets at end of year2012-12-31$12,703,333
Value of total assets at beginning of year2012-12-31$11,233,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$165,747
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$379,245
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,789
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$166,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,468,530
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,701,955
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,233,425
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$7,630,658
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,794,955
Value of interest in pooled separate accounts at end of year2012-12-31$395,535
Value of interest in pooled separate accounts at beginning of year2012-12-31$322,789
Interest earned on other investments2012-12-31$165,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,665,801
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,109,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$901,724
Net investment gain/loss from pooled separate accounts2012-12-31$34,500
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$317,344
Employer contributions (assets) at end of year2012-12-31$11,339
Employer contributions (assets) at beginning of year2012-12-31$2,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$496,335
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 name2012-12-31LATTIMORE BLACK MORGAN & CAIN, P.C.
Accountancy firm EIN2012-12-31621199757
2011 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$26,846
Total income from all sources (including contributions)2011-12-31$755,358
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$290,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$290,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$713,717
Value of total assets at end of year2011-12-31$11,232,476
Value of total assets at beginning of year2011-12-31$10,794,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$152,827
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$370,124
Participant contributions at end of year2011-12-31$5,014
Participant contributions at beginning of year2011-12-31$2,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$26,846
Other income not declared elsewhere2011-12-31$2,589
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$464,614
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,232,476
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,767,862
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$6,794,955
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,679,632
Value of interest in pooled separate accounts at end of year2011-12-31$322,789
Value of interest in pooled separate accounts at beginning of year2011-12-31$274,210
Interest earned on other investments2011-12-31$152,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,109,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,838,027
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$21,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-150,277
Net investment gain/loss from pooled separate accounts2011-12-31$36,502
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$343,593
Employer contributions (assets) at end of year2011-12-31$2,174
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$269,455
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 name2011-12-31LATTIMORE BLACK MORGAN & CAIN, P.C.
Accountancy firm EIN2011-12-31621199757
2010 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY 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$0
Total income from all sources (including contributions)2010-12-31$1,631,191
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$416,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$416,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$742,965
Value of total assets at end of year2010-12-31$10,791,868
Value of total assets at beginning of year2010-12-31$9,577,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$134,557
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$349,561
Participant contributions at end of year2010-12-31$2,839
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$38,621
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$26,846
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$1,214,753
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,791,868
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,577,115
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$6,679,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,919,406
Value of interest in pooled separate accounts at end of year2010-12-31$274,210
Value of interest in pooled separate accounts at beginning of year2010-12-31$244,107
Interest earned on other investments2010-12-31$134,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$840,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$840,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,838,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$3,573,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$719,876
Net investment gain/loss from pooled separate accounts2010-12-31$33,793
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$354,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$416,438
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 name2010-12-31LATTIMORE BLACK MORGAN & CAIN, P.C.
Accountancy firm EIN2010-12-31621199757

Form 5500 Responses for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF FRANKLIN ROAD ACADEMY

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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500664
Policy instance 1
Insurance contract or identification number500664
Number of Individuals Covered233
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 number500664
Policy instance 1
Insurance contract or identification number500664
Number of Individuals Covered242
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 number500664
Policy instance 1
Insurance contract or identification number500664
Number of Individuals Covered254
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500664
Policy instance 1
Insurance contract or identification number500664
Number of Individuals Covered266
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500664
Policy instance 1
Insurance contract or identification number500664
Number of Individuals Covered273
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500664
Policy instance 1
Insurance contract or identification number500664
Number of Individuals Covered282
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500664
Policy instance 1
Insurance contract or identification number500664
Number of Individuals Covered301
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number500664
Policy instance 1
Insurance contract or identification number500664
Number of Individuals Covered309
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314331
Policy instance 1
Insurance contract or identification number314331
Number of Individuals Covered302
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314331
Policy instance 1
Insurance contract or identification number314331
Number of Individuals Covered291
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314331
Policy instance 1
Insurance contract or identification number314331
Number of Individuals Covered284
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314332
Policy instance 2
Insurance contract or identification number314332
Number of Individuals Covered157
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314331
Policy instance 1
Insurance contract or identification number314331
Number of Individuals Covered247
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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