401k Plan data: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL plan

TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 401k Plan overview

Plan Name	TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL
Plan identification number	001

TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CATE SCHOOL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: CATE SCHOOL CORPORATION

Employer identification number (EIN): 951644630

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2017-01-01 JOHN R. TILTON JOHN R. TILTON 2018-10-11
001 2016-01-01 JOHN R. TILTON JOHN R. TILTON 2017-10-11
001 2015-01-01 JOHN R. TILTON JOHN R. TILTON 2016-09-23
001 2014-01-01 JOHN R. TILTON JOHN R. TILTON 2015-10-15
001 2013-01-01 JOHN R. TILTON JOHN R. TILTON 2014-10-09
001 2012-01-01 JOHN R. TILTON JOHN R. TILTON 2013-10-10
001 2011-01-01 JOHN R. TILTON JOHN R. TILTON 2012-10-12
001 2010-01-01 JOHN R. TILTON 2011-07-22 JOHN R. TILTON 2011-07-22

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2017-01-01	JOHN R. TILTON		JOHN R. TILTON	2018-10-11
001	2016-01-01	JOHN R. TILTON		JOHN R. TILTON	2017-10-11
001	2015-01-01	JOHN R. TILTON		JOHN R. TILTON	2016-09-23
001	2014-01-01	JOHN R. TILTON		JOHN R. TILTON	2015-10-15
001	2013-01-01	JOHN R. TILTON		JOHN R. TILTON	2014-10-09
001	2012-01-01	JOHN R. TILTON		JOHN R. TILTON	2013-10-10
001	2011-01-01	JOHN R. TILTON		JOHN R. TILTON	2012-10-12
001	2010-01-01	JOHN R. TILTON	2011-07-22	JOHN R. TILTON	2011-07-22

Plan Statistics for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL

401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL

Measure Date Value
2022: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2022 401k membership
Total participants, beginning-of-year 2022-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 130
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 143
Total of all active and inactive participants 2022-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 273
Number of participants with account balances 2022-01-01 273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2021 401k membership
Total participants, beginning-of-year 2021-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 133
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 130
Total of all active and inactive participants 2021-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 263
Number of participants with account balances 2021-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2020 401k membership
Total participants, beginning-of-year 2020-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 136
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 120
Total of all active and inactive participants 2020-01-01 256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 256
Number of participants with account balances 2020-01-01 254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2019 401k membership
Total participants, beginning-of-year 2019-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 129
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 125
Total of all active and inactive participants 2019-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 254
Number of participants with account balances 2019-01-01 252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2017 401k membership
Total participants, beginning-of-year 2017-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 120
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 115
Total of all active and inactive participants 2017-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 235
Number of participants with account balances 2017-01-01 235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2016 401k membership
Total participants, beginning-of-year 2016-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 114
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 113
Total of all active and inactive participants 2016-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 228
Number of participants with account balances 2016-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2015 401k membership
Total participants, beginning-of-year 2015-01-01 164
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 125
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 37
Total of all active and inactive participants 2015-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 162
Number of participants with account balances 2015-01-01 149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2014 401k membership
Total participants, beginning-of-year 2014-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 128
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 111
Total of all active and inactive participants 2014-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 239
Number of participants with account balances 2014-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2013 401k membership
Total participants, beginning-of-year 2013-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 110
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2012 401k membership
Total participants, beginning-of-year 2012-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 118
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 27
Total of all active and inactive participants 2012-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 145
Number of participants with account balances 2012-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2011 401k membership
Total participants, beginning-of-year 2011-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 117
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 19
Total of all active and inactive participants 2011-01-01 136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 136
Number of participants with account balances 2011-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2022 401k membership
Total participants, beginning-of-year	2022-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	130
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	143
Total of all active and inactive participants	2022-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	273
Number of participants with account balances	2022-01-01	273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2021 401k membership
Total participants, beginning-of-year	2021-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	133
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	130
Total of all active and inactive participants	2021-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	263
Number of participants with account balances	2021-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2020 401k membership
Total participants, beginning-of-year	2020-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	136
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	120
Total of all active and inactive participants	2020-01-01	256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	256
Number of participants with account balances	2020-01-01	254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2019 401k membership
Total participants, beginning-of-year	2019-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	129
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	125
Total of all active and inactive participants	2019-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	254
Number of participants with account balances	2019-01-01	252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2017 401k membership
Total participants, beginning-of-year	2017-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	120
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	115
Total of all active and inactive participants	2017-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	235
Number of participants with account balances	2017-01-01	235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2016 401k membership
Total participants, beginning-of-year	2016-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	114
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	113
Total of all active and inactive participants	2016-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	228
Number of participants with account balances	2016-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2015 401k membership
Total participants, beginning-of-year	2015-01-01	164
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	125
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	37
Total of all active and inactive participants	2015-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	162
Number of participants with account balances	2015-01-01	149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2014 401k membership
Total participants, beginning-of-year	2014-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	128
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	111
Total of all active and inactive participants	2014-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	239
Number of participants with account balances	2014-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2013 401k membership
Total participants, beginning-of-year	2013-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	110
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2012 401k membership
Total participants, beginning-of-year	2012-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	118
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	145
Number of participants with account balances	2012-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2011 401k membership
Total participants, beginning-of-year	2011-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	117
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	19
Total of all active and inactive participants	2011-01-01	136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	136
Number of participants with account balances	2011-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL

Measure	Date	Value
2022 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-3,865,505
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,551,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,540,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,699,704
Value of total assets at end of year	2022-12-31	$33,197,374
Value of total assets at beginning of year	2022-12-31	$39,613,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$10,674
Total interest from all sources	2022-12-31	$243,177
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$594,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$594,503
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$960,616
Participant contributions at end of year	2022-12-31	$135,094
Participant contributions at beginning of year	2022-12-31	$141,231
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$213,154
Other income not declared elsewhere	2022-12-31	$48,384
Administrative expenses (other) incurred	2022-12-31	$10,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,416,560
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$33,197,374
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$39,613,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$26,017,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$32,818,773
Value of interest in pooled separate accounts at end of year	2022-12-31	$795,780
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$734,379
Interest on participant loans	2022-12-31	$6,080
Interest earned on other investments	2022-12-31	$237,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$6,249,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,919,551
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$237,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,511,275
Net investment gain/loss from pooled separate accounts	2022-12-31	$60,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$525,934
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,302,720
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$2,401,118
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	$6,217,113
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,375,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,363,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,501,066
Value of total assets at end of year	2021-12-31	$39,613,934
Value of total assets at beginning of year	2021-12-31	$33,371,048
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$11,401
Total interest from all sources	2021-12-31	$202,040
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$940,753
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$940,753
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$963,392
Participant contributions at end of year	2021-12-31	$141,231
Participant contributions at beginning of year	2021-12-31	$41,519
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$42,351
Other income not declared elsewhere	2021-12-31	$14,837
Administrative expenses (other) incurred	2021-12-31	$11,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,841,768
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$39,613,934
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$33,371,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$32,818,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$27,717,424
Value of interest in pooled separate accounts at end of year	2021-12-31	$734,379
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$630,743
Interest on participant loans	2021-12-31	$4,089
Interest earned on other investments	2021-12-31	$197,951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,919,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,981,362
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$239,197
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,438,341
Net investment gain/loss from pooled separate accounts	2021-12-31	$120,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$495,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,124,747
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,757,527
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$960,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$951,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,614,664
Value of total assets at end of year	2020-12-31	$33,371,048
Value of total assets at beginning of year	2020-12-31	$28,573,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,672
Total interest from all sources	2020-12-31	$184,780
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$522,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$522,335
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$932,685
Participant contributions at end of year	2020-12-31	$41,519
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$208,991
Administrative expenses (other) incurred	2020-12-31	$8,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$4,797,324
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$33,371,048
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$28,573,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$27,717,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$23,295,367
Value of interest in pooled separate accounts at end of year	2020-12-31	$630,743
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$605,349
Interest on participant loans	2020-12-31	$1,351
Interest earned on other investments	2020-12-31	$183,429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,981,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,673,008
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$101,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,440,912
Net investment gain/loss from pooled separate accounts	2020-12-31	$-5,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$472,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$850,181
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,081,449
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,223,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,215,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,396,166
Value of total assets at end of year	2019-12-31	$28,573,724
Value of total assets at beginning of year	2019-12-31	$23,715,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,695
Total interest from all sources	2019-12-31	$177,327
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$872,464
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$62,639
Administrative expenses (other) incurred	2019-12-31	$7,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,857,822
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$28,573,724
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$23,715,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$23,295,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$18,576,065
Value of interest in pooled separate accounts at end of year	2019-12-31	$605,349
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$565,472
Interest earned on other investments	2019-12-31	$177,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,673,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,574,365
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$81,765
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,476,725
Net investment gain/loss from pooled separate accounts	2019-12-31	$31,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$461,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,134,167
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2019-12-31	953680171
2018 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$40,337
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$135,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$129,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,359,843
Value of total assets at end of year	2018-12-31	$23,715,902
Value of total assets at beginning of year	2018-12-31	$23,810,957
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,577
Total interest from all sources	2018-12-31	$178,544
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$837,648
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$86,120
Administrative expenses (other) incurred	2018-12-31	$5,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-95,055
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$23,715,902
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,810,957
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$18,576,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,938,239
Value of interest in pooled separate accounts at end of year	2018-12-31	$565,472
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$413,923
Interest earned on other investments	2018-12-31	$178,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,574,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,458,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,524,581
Net investment gain/loss from pooled separate accounts	2018-12-31	$26,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$436,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$129,815
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2018-12-31	953680171
2017 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$4,699,152
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$973,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$969,278
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,383,700
Value of total assets at end of year	2017-12-31	$23,810,957
Value of total assets at beginning of year	2017-12-31	$20,085,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,333
Total interest from all sources	2017-12-31	$164,132
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$820,476
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$159,827
Administrative expenses (other) incurred	2017-12-31	$4,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,725,541
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,810,957
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,085,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,938,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$15,594,037
Value of interest in pooled separate accounts at end of year	2017-12-31	$413,923
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$341,203
Interest earned on other investments	2017-12-31	$164,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,458,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$4,150,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,134,633
Net investment gain/loss from pooled separate accounts	2017-12-31	$16,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$403,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$969,278
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2017-12-31	953680171
2016 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,375,373
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$921,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$918,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,163,367
Value of total assets at end of year	2016-12-31	$20,085,416
Value of total assets at beginning of year	2016-12-31	$18,631,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,936
Total interest from all sources	2016-12-31	$163,303
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$774,244
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$5,673
Administrative expenses (other) incurred	2016-12-31	$2,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,453,458
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,085,416
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,631,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$15,594,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$14,658,241
Value of interest in pooled separate accounts at end of year	2016-12-31	$341,203
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$261,043
Interest earned on other investments	2016-12-31	$163,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$4,150,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,712,674
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$236,014
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,033,798
Net investment gain/loss from pooled separate accounts	2016-12-31	$14,905
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$383,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$682,965
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2016-12-31	953680171
2015 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$1,630,166
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$952,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$950,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,490,666
Value of total assets at end of year	2015-12-31	$18,631,958
Value of total assets at beginning of year	2015-12-31	$17,954,014
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,917
Total interest from all sources	2015-12-31	$158,302
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$728,986
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$391,734
Administrative expenses (other) incurred	2015-12-31	$1,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$677,944
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,631,958
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,954,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$14,658,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$13,555,837
Value of interest in pooled separate accounts at end of year	2015-12-31	$261,043
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$218,189
Interest earned on other investments	2015-12-31	$158,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,712,674
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,179,988
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$613,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-37,558
Net investment gain/loss from pooled separate accounts	2015-12-31	$18,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$369,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$337,075
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2015-12-31	953680171
2014 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,120,277
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$868,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$867,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,048,175
Value of total assets at end of year	2014-12-31	$17,954,014
Value of total assets at beginning of year	2014-12-31	$16,702,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,325
Total interest from all sources	2014-12-31	$171,578
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$686,506
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,650
Administrative expenses (other) incurred	2014-12-31	$1,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,251,791
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,954,014
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,702,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$13,555,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,336,841
Value of interest in pooled separate accounts at end of year	2014-12-31	$218,189
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$181,916
Interest earned on other investments	2014-12-31	$171,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,179,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,183,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$877,339
Net investment gain/loss from pooled separate accounts	2014-12-31	$23,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$359,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$867,161
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2014-12-31	953680171
2013 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,658,550
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$904,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$904,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,226,147
Value of total assets at end of year	2013-12-31	$16,702,223
Value of total assets at beginning of year	2013-12-31	$13,948,245
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$125
Total interest from all sources	2013-12-31	$168,494
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$624,690
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$258,259
Administrative expenses (other) incurred	2013-12-31	$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,753,978
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,702,223
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$13,948,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,336,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,691,189
Value of interest in pooled separate accounts at end of year	2013-12-31	$181,916
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$123,714
Interest earned on other investments	2013-12-31	$168,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,183,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,133,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,249,963
Net investment gain/loss from pooled separate accounts	2013-12-31	$13,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$343,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$904,447
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGOWAN GUNTERMANN
Accountancy firm EIN	2013-12-31	953680171
2012 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$95,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,233,710
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$124,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$124,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$885,533
Value of total assets at end of year	2012-12-31	$13,948,245
Value of total assets at beginning of year	2012-12-31	$11,743,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$156,672
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$567,608
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,109,579
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$13,948,245
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$11,743,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,691,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,776,805
Value of interest in pooled separate accounts at end of year	2012-12-31	$123,714
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$98,861
Interest earned on other investments	2012-12-31	$156,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,133,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,867,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,179,301
Net investment gain/loss from pooled separate accounts	2012-12-31	$12,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$314,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$124,131
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	NASIF HICKS HARRIS & CO.
Accountancy firm EIN	2012-12-31	770181453
2011 : TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$791,583
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$875,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$875,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$862,883
Value of total assets at end of year	2011-12-31	$11,743,381
Value of total assets at beginning of year	2011-12-31	$11,827,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$140,832
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$546,947
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$2,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-84,025
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$11,743,381
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$11,827,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$7,776,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,441,175
Value of interest in pooled separate accounts at end of year	2011-12-31	$98,861
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$72,600
Interest earned on other investments	2011-12-31	$140,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,867,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,313,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-222,901
Net investment gain/loss from pooled separate accounts	2011-12-31	$10,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$313,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$875,608
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	NASIF HICKS HARRIS & CO.
Accountancy firm EIN	2011-12-31	770181453

Form 5500 Responses for TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL

2022: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TIAA-CREF RETIREMENT PLAN FOR EMPLOYEES OF CATE SCHOOL 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

500407

Policy instance

Insurance contract or identification number	500407
Number of Individuals Covered	195
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500407

Policy instance

Insurance contract or identification number	500407
Number of Individuals Covered	199
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500407

Policy instance

Insurance contract or identification number	500407
Number of Individuals Covered	196
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500407

Policy instance

Insurance contract or identification number	500407
Number of Individuals Covered	201
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500407

Policy instance

Insurance contract or identification number	500407
Number of Individuals Covered	199
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500407

Policy instance

Insurance contract or identification number	500407
Number of Individuals Covered	82
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

500407

Policy instance

Insurance contract or identification number	500407
Number of Individuals Covered	214
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367820

Policy instance

Insurance contract or identification number	367820
Number of Individuals Covered	218
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367820

Policy instance

Insurance contract or identification number	367820
Number of Individuals Covered	221
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

367820

Policy instance

Insurance contract or identification number	367820
Number of Individuals Covered	216
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	CATE SCHOOL CORPORATION
Employer identification number (EIN):	951644630
NAIC Classification:	611000