EPISCOPAL DAY SCHOOL INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2023: EPISCOPAL DAY 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 4 |
Total of all active and inactive participants | 2023-01-01 | 4 |
Total participants | 2023-01-01 | 4 |
Number of participants with account balances | 2023-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: EPISCOPAL DAY 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 4 |
Number of participants with account balances | 2022-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: EPISCOPAL DAY 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 4 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 4 |
Number of participants with account balances | 2021-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: EPISCOPAL DAY 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4 |
Total of all active and inactive participants | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 4 |
Number of participants with account balances | 2020-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EPISCOPAL DAY 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 5 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 4 |
Total of all active and inactive participants | 2019-01-01 | 4 |
Total participants | 2019-01-01 | 4 |
Number of participants with account balances | 2019-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: EPISCOPAL DAY 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
Total of all active and inactive participants | 2018-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 6 |
Number of participants with account balances | 2018-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: EPISCOPAL DAY 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 4 |
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 | 2 |
Total of all active and inactive participants | 2017-01-01 | 6 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 6 |
Number of participants with account balances | 2017-01-01 | 5 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: EPISCOPAL DAY 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 7 |
Number of participants with account balances | 2016-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: EPISCOPAL DAY 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 7 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 7 |
Number of participants with account balances | 2015-01-01 | 6 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: EPISCOPAL DAY 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 27 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 33 |
Number of participants with account balances | 2014-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: EPISCOPAL DAY 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 28 |
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 | 5 |
Total of all active and inactive participants | 2013-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 33 |
Number of participants with account balances | 2013-01-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: EPISCOPAL DAY 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 29 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 30 |
Total participants | 2012-01-01 | 30 |
Number of participants with account balances | 2012-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: EPISCOPAL DAY 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 28 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 30 |
Total participants | 2011-01-01 | 30 |
Number of participants with account balances | 2011-01-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: EPISCOPAL DAY 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 20 |
Total of all active and inactive participants | 2009-01-01 | 20 |
Total participants | 2009-01-01 | 20 |
Number of participants with account balances | 2009-01-01 | 20 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2023 : EPISCOPAL DAY 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $19,696 |
Expenses. Total of all expenses incurred | 2023-12-31 | $0 |
Total plan assets at end of year | 2023-12-31 | $115,627 |
Total plan assets at beginning of year | 2023-12-31 | $95,931 |
Other income received | 2023-12-31 | $19,696 |
Net income (gross income less expenses) | 2023-12-31 | $19,696 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $115,627 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $95,931 |
2022 : EPISCOPAL DAY 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-18,769 |
Expenses. Total of all expenses incurred | 2022-12-31 | $0 |
Total plan assets at end of year | 2022-12-31 | $95,931 |
Total plan assets at beginning of year | 2022-12-31 | $114,700 |
Other income received | 2022-12-31 | $-18,769 |
Net income (gross income less expenses) | 2022-12-31 | $-18,769 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $95,931 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $114,700 |
2021 : EPISCOPAL DAY 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $15,291 |
Expenses. Total of all expenses incurred | 2021-12-31 | $0 |
Total plan assets at end of year | 2021-12-31 | $114,700 |
Total plan assets at beginning of year | 2021-12-31 | $99,409 |
Other income received | 2021-12-31 | $15,291 |
Net income (gross income less expenses) | 2021-12-31 | $15,291 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $114,700 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $99,409 |
2020 : EPISCOPAL DAY 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $15,708 |
Expenses. Total of all expenses incurred | 2020-12-31 | $0 |
Total plan assets at end of year | 2020-12-31 | $99,408 |
Total plan assets at beginning of year | 2020-12-31 | $83,700 |
Other income received | 2020-12-31 | $15,708 |
Net income (gross income less expenses) | 2020-12-31 | $15,708 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $99,408 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $83,700 |
2019 : EPISCOPAL DAY 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $14,061 |
Expenses. Total of all expenses incurred | 2019-12-31 | $986 |
Benefits paid (including direct rollovers) | 2019-12-31 | $986 |
Total plan assets at end of year | 2019-12-31 | $83,701 |
Total plan assets at beginning of year | 2019-12-31 | $70,626 |
Other income received | 2019-12-31 | $14,061 |
Net income (gross income less expenses) | 2019-12-31 | $13,075 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $83,701 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $70,626 |
2018 : EPISCOPAL DAY 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $-3,122 |
Expenses. Total of all expenses incurred | 2018-12-31 | $4,610 |
Benefits paid (including direct rollovers) | 2018-12-31 | $4,610 |
Total plan assets at end of year | 2018-12-31 | $70,625 |
Total plan assets at beginning of year | 2018-12-31 | $78,357 |
Other income received | 2018-12-31 | $-3,122 |
Net income (gross income less expenses) | 2018-12-31 | $-7,732 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $70,625 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $78,357 |
2017 : EPISCOPAL DAY 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $11,479 |
Expenses. Total of all expenses incurred | 2017-12-31 | $10,177 |
Benefits paid (including direct rollovers) | 2017-12-31 | $10,177 |
Total plan assets at end of year | 2017-12-31 | $78,357 |
Total plan assets at beginning of year | 2017-12-31 | $77,055 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $11,479 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,302 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $78,357 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $77,055 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
2016 : EPISCOPAL DAY 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $3,954 |
Expenses. Total of all expenses incurred | 2016-12-31 | $4,619 |
Benefits paid (including direct rollovers) | 2016-12-31 | $4,619 |
Total plan assets at end of year | 2016-12-31 | $77,055 |
Total plan assets at beginning of year | 2016-12-31 | $77,720 |
Other income received | 2016-12-31 | $3,954 |
Net income (gross income less expenses) | 2016-12-31 | $-665 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $77,055 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $77,720 |
2015 : EPISCOPAL DAY 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $2,379 |
Expenses. Total of all expenses incurred | 2015-12-31 | $79,439 |
Benefits paid (including direct rollovers) | 2015-12-31 | $79,439 |
Total plan assets at end of year | 2015-12-31 | $77,721 |
Total plan assets at beginning of year | 2015-12-31 | $154,781 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $2,379 |
Net income (gross income less expenses) | 2015-12-31 | $-77,060 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $77,721 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $154,781 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
2014 : EPISCOPAL DAY 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $161,496 |
Expenses. Total of all expenses incurred | 2014-12-31 | $170,910 |
Benefits paid (including direct rollovers) | 2014-12-31 | $170,910 |
Total plan assets at end of year | 2014-12-31 | $1,291,169 |
Total plan assets at beginning of year | 2014-12-31 | $1,300,583 |
Total contributions received or receivable from participants | 2014-12-31 | $27,142 |
Other income received | 2014-12-31 | $82,365 |
Net income (gross income less expenses) | 2014-12-31 | $-9,414 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,291,169 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,300,583 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $51,989 |
2013 : EPISCOPAL DAY 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $247,070 |
Expenses. Total of all expenses incurred | 2013-12-31 | $13,574 |
Benefits paid (including direct rollovers) | 2013-12-31 | $13,574 |
Total plan assets at end of year | 2013-12-31 | $1,300,583 |
Total plan assets at beginning of year | 2013-12-31 | $1,067,087 |
Total contributions received or receivable from participants | 2013-12-31 | $26,729 |
Other income received | 2013-12-31 | $174,552 |
Net income (gross income less expenses) | 2013-12-31 | $233,496 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,300,583 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,067,087 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $45,789 |
2012 : EPISCOPAL DAY 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $211,506 |
Expenses. Total of all expenses incurred | 2012-12-31 | $-10,288 |
Benefits paid (including direct rollovers) | 2012-12-31 | $-10,288 |
Total plan assets at end of year | 2012-12-31 | $1,067,087 |
Total plan assets at beginning of year | 2012-12-31 | $865,870 |
Total contributions received or receivable from participants | 2012-12-31 | $66,226 |
Other income received | 2012-12-31 | $88,278 |
Net income (gross income less expenses) | 2012-12-31 | $221,794 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,067,087 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $865,870 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $57,002 |
2011 : EPISCOPAL DAY 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $138,673 |
Expenses. Total of all expenses incurred | 2011-12-31 | $-65,642 |
Benefits paid (including direct rollovers) | 2011-12-31 | $-65,863 |
Total plan assets at end of year | 2011-12-31 | $865,870 |
Total plan assets at beginning of year | 2011-12-31 | $793,280 |
Total contributions received or receivable from participants | 2011-12-31 | $67,434 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $221 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
Other income received | 2011-12-31 | $13,824 |
Noncash contributions received | 2011-12-31 | $0 |
Net income (gross income less expenses) | 2011-12-31 | $204,315 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $865,870 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $793,280 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $57,415 |
2010 : EPISCOPAL DAY 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $184,385 |
Expenses. Total of all expenses incurred | 2010-12-31 | $-9,530 |
Benefits paid (including direct rollovers) | 2010-12-31 | $-9,530 |
Total plan assets at end of year | 2010-12-31 | $793,280 |
Total plan assets at beginning of year | 2010-12-31 | $618,424 |
Total contributions received or receivable from participants | 2010-12-31 | $65,864 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $60,575 |
Net income (gross income less expenses) | 2010-12-31 | $193,915 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $793,280 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $618,424 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $57,946 |
2023: EPISCOPAL DAY 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: EPISCOPAL DAY 2022 form 5500 responses |
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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 – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: EPISCOPAL DAY 2021 form 5500 responses |
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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 – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: EPISCOPAL DAY 2020 form 5500 responses |
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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 – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: EPISCOPAL DAY 2019 form 5500 responses |
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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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: EPISCOPAL DAY 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: EPISCOPAL DAY 2017 form 5500 responses |
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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 – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: EPISCOPAL DAY 2016 form 5500 responses |
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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 – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: EPISCOPAL DAY 2015 form 5500 responses |
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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 – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: EPISCOPAL DAY 2014 form 5500 responses |
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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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: EPISCOPAL DAY 2013 form 5500 responses |
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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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: EPISCOPAL DAY 2012 form 5500 responses |
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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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: EPISCOPAL DAY 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | First time form 5500 has been submitted | Yes |
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 |
2009: EPISCOPAL DAY 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
2008: EPISCOPAL DAY 2008 form 5500 responses |
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2008-01-01 | Type of plan entity | Single employer plan |
2008-01-01 | Submission has been amended | No |
2008-01-01 | This submission is the final filing | No |
2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2008-01-01 | Plan is a collectively bargained plan | No |
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 335001 |
Policy instance | 1 |
Insurance contract or identification number | 335001 | Number of Individuals Covered | 3 | Insurance policy start date | 2023-01-01 | Insurance policy end date | 2023-12-31 | 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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 335001 |
Policy instance | 1 |
Insurance contract or identification number | 335001 | Number of Individuals Covered | 3 | 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 |
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TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 335001 |
Policy instance | 1 |
Insurance contract or identification number | 335001 | Number of Individuals Covered | 3 | 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 | 335001 |
Policy instance | 1 |
Insurance contract or identification number | 335001 | Number of Individuals Covered | 3 | 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 | 335001 |
Policy instance | 1 |
Insurance contract or identification number | 335001 | Number of Individuals Covered | 3 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | 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 |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 335001 |
Policy instance | 1 |
Insurance contract or identification number | 335001 | Number of Individuals Covered | 4 | Insurance policy start date | 2019-01-31 | Insurance policy end date | 2018-12-31 | 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 |
|
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
Policy contract number | 335001 |
Policy instance | 1 |
Insurance contract or identification number | 335001 | Number of Individuals Covered | 5 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | 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 |
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