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JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 401k Plan overview

Plan NameJUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN
Plan identification number 001

JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

JUDGE BAKER CHILDREN'S CENTER has sponsored the creation of one or more 401k plans.

Company Name:JUDGE BAKER CHILDREN'S CENTER
Employer identification number (EIN):042103860
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01ALAN L. KAYE
0012012-07-01ALAN L. KAYE
0012011-07-01ALAN L. KAYE
0012010-07-01MICHAEL MASTASCUSA2011-10-25

Plan Statistics for JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN

401k plan membership statisitcs for JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN

Measure Date Value
2022: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01774
Total number of active participants reported on line 7a of the Form 55002022-07-01306
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-01412
Total of all active and inactive participants2022-07-01718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-017
Total participants2022-07-01725
Number of participants with account balances2022-07-01667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
2021: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01753
Total number of active participants reported on line 7a of the Form 55002021-07-01366
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01402
Total of all active and inactive participants2021-07-01768
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-016
Total participants2021-07-01774
Number of participants with account balances2021-07-01648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01738
Total number of active participants reported on line 7a of the Form 55002020-07-01367
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01386
Total of all active and inactive participants2020-07-01753
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01755
Number of participants with account balances2020-07-01609
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01709
Total number of active participants reported on line 7a of the Form 55002019-07-01322
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01397
Total of all active and inactive participants2019-07-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01722
Number of participants with account balances2019-07-01601
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01637
Total number of active participants reported on line 7a of the Form 55002018-07-01206
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01406
Total of all active and inactive participants2018-07-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-012
Total participants2018-07-01614
Number of participants with account balances2018-07-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01593
Total number of active participants reported on line 7a of the Form 55002017-07-01184
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01417
Total of all active and inactive participants2017-07-01601
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01603
Number of participants with account balances2017-07-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01587
Total number of active participants reported on line 7a of the Form 55002016-07-01178
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01413
Total of all active and inactive participants2016-07-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-01593
Number of participants with account balances2016-07-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01535
Total number of active participants reported on line 7a of the Form 55002015-07-01144
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01393
Total of all active and inactive participants2015-07-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01539
Number of participants with account balances2015-07-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01537
Total number of active participants reported on line 7a of the Form 55002014-07-01142
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01397
Total of all active and inactive participants2014-07-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-01540
Number of participants with account balances2014-07-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01520
Total number of active participants reported on line 7a of the Form 55002013-07-01135
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01392
Total of all active and inactive participants2013-07-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-01528
Number of participants with account balances2013-07-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01623
Total number of active participants reported on line 7a of the Form 55002012-07-01110
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01410
Total of all active and inactive participants2012-07-01520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01520
Number of participants with account balances2012-07-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01149
Total number of active participants reported on line 7a of the Form 55002011-07-01124
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0124
Total of all active and inactive participants2011-07-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01148
Number of participants with account balances2011-07-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-013

Financial Data on JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN

Measure Date Value
2023 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$6,826,951
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$4,373,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$4,324,442
Expenses. Certain deemed distributions of participant loans2023-06-30$2,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$2,617,486
Value of total assets at end of year2023-06-30$40,965,406
Value of total assets at beginning of year2023-06-30$38,511,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$46,735
Total interest from all sources2023-06-30$505,290
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$143,545
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$143,545
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$841,214
Participant contributions at end of year2023-06-30$51,140
Participant contributions at beginning of year2023-06-30$59,120
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$1,059,791
Other income not declared elsewhere2023-06-30$17,245
Administrative expenses (other) incurred2023-06-30$16,789
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$2,453,656
Value of net assets at end of year (total assets less liabilities)2023-06-30$40,965,406
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$38,511,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$29,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$28,025,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$24,595,622
Value of interest in pooled separate accounts at end of year2023-06-30$1,305,350
Value of interest in pooled separate accounts at beginning of year2023-06-30$1,649,913
Interest on participant loans2023-06-30$2,365
Interest earned on other investments2023-06-30$502,925
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$11,583,513
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$12,207,095
Expenses. Payments to insurance carriers foe the provision of benefits2023-06-30$672,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$3,684,444
Net investment gain/loss from pooled separate accounts2023-06-30$-141,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$716,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$3,652,150
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Disclaimer
Accountancy firm name2023-06-30AAFCPAS
Accountancy firm EIN2023-06-30042511780
2022 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,134,185
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,360,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,303,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,194,107
Value of total assets at end of year2022-06-30$38,511,750
Value of total assets at beginning of year2022-06-30$42,006,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$57,062
Total interest from all sources2022-06-30$433,804
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$140,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$140,301
Administrative expenses professional fees incurred2022-06-30$15,750
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$740,755
Participant contributions at end of year2022-06-30$59,120
Participant contributions at beginning of year2022-06-30$53,704
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$809,453
Other income not declared elsewhere2022-06-30$37,986
Administrative expenses (other) incurred2022-06-30$12,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,495,127
Value of net assets at end of year (total assets less liabilities)2022-06-30$38,511,750
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$42,006,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$29,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$24,595,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$28,691,908
Value of interest in pooled separate accounts at end of year2022-06-30$1,649,913
Value of interest in pooled separate accounts at beginning of year2022-06-30$1,253,656
Interest on participant loans2022-06-30$2,635
Interest earned on other investments2022-06-30$431,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$12,207,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$12,007,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-5,241,526
Net investment gain/loss from pooled separate accounts2022-06-30$301,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$643,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,303,880
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30AAFCPAS
Accountancy firm EIN2022-06-30042511780
2021 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$9,412,979
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,810,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,759,585
Expenses. Certain deemed distributions of participant loans2021-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$1,179,205
Value of total assets at end of year2021-06-30$42,006,877
Value of total assets at beginning of year2021-06-30$35,403,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$50,431
Total interest from all sources2021-06-30$444,919
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$42,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$42,793
Administrative expenses professional fees incurred2021-06-30$21,719
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$630,041
Participant contributions at end of year2021-06-30$53,704
Participant contributions at beginning of year2021-06-30$21,062
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$863
Other income not declared elsewhere2021-06-30$31,012
Administrative expenses (other) incurred2021-06-30$7,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$6,602,963
Value of net assets at end of year (total assets less liabilities)2021-06-30$42,006,877
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$35,403,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$21,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$28,691,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$21,943,114
Value of interest in pooled separate accounts at end of year2021-06-30$1,253,656
Value of interest in pooled separate accounts at beginning of year2021-06-30$1,378,014
Interest on participant loans2021-06-30$1,616
Interest earned on other investments2021-06-30$443,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$12,007,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$12,061,724
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$661,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$7,635,707
Net investment gain/loss from pooled separate accounts2021-06-30$79,343
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$548,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,097,598
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30RSM US LLP
Accountancy firm EIN2021-06-30420714325
2020 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$2,593,215
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$2,162,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$2,159,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,101,488
Value of total assets at end of year2020-06-30$35,403,914
Value of total assets at beginning of year2020-06-30$34,973,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,775
Total interest from all sources2020-06-30$456,757
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$14,318
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$14,318
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$613,999
Participant contributions at end of year2020-06-30$21,062
Participant contributions at beginning of year2020-06-30$0
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$1,945
Other income not declared elsewhere2020-06-30$35,693
Administrative expenses (other) incurred2020-06-30$2,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$430,758
Value of net assets at end of year (total assets less liabilities)2020-06-30$35,403,914
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$34,973,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$21,943,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$21,580,111
Value of interest in pooled separate accounts at end of year2020-06-30$1,378,014
Value of interest in pooled separate accounts at beginning of year2020-06-30$1,647,906
Interest on participant loans2020-06-30$1,412
Interest earned on other investments2020-06-30$455,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$12,061,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$11,745,139
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$43,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$961,631
Net investment gain/loss from pooled separate accounts2020-06-30$23,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$485,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$2,116,309
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30RSM US LLP
Accountancy firm EIN2020-06-30420714325
2019 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$2,600,000
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,304,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,304,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,008,977
Value of total assets at end of year2019-06-30$34,973,156
Value of total assets at beginning of year2019-06-30$33,677,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$0
Total interest from all sources2019-06-30$460,415
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$510,752
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$31,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,295,774
Value of net assets at end of year (total assets less liabilities)2019-06-30$34,973,156
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$33,677,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$21,580,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$20,781,990
Value of interest in pooled separate accounts at end of year2019-06-30$1,647,906
Value of interest in pooled separate accounts at beginning of year2019-06-30$1,561,517
Interest earned on other investments2019-06-30$460,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$11,745,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$11,333,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,045,968
Net investment gain/loss from pooled separate accounts2019-06-30$84,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$467,089
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,304,226
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30RSM US LLP
Accountancy firm EIN2019-06-30420714325
2018 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$4,332,413
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,242,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,242,375
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,650,744
Value of total assets at end of year2018-06-30$33,677,382
Value of total assets at beginning of year2018-06-30$30,587,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$0
Total interest from all sources2018-06-30$437,455
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$489,296
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$732,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$3,090,038
Value of net assets at end of year (total assets less liabilities)2018-06-30$33,677,382
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$30,587,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$20,781,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$18,420,979
Value of interest in pooled separate accounts at end of year2018-06-30$1,561,517
Value of interest in pooled separate accounts at beginning of year2018-06-30$1,312,353
Interest earned on other investments2018-06-30$437,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$11,333,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$10,854,012
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$59,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,173,132
Net investment gain/loss from pooled separate accounts2018-06-30$71,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$429,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,182,797
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30RSM US LLP
Accountancy firm EIN2018-06-30420714325
2017 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$4,020,843
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,071,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,071,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$887,738
Value of total assets at end of year2017-06-30$30,587,344
Value of total assets at beginning of year2017-06-30$27,637,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$0
Total interest from all sources2017-06-30$441,548
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$439,518
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$45,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,949,724
Value of net assets at end of year (total assets less liabilities)2017-06-30$30,587,344
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$27,637,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$18,420,979
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$16,027,576
Value of interest in pooled separate accounts at end of year2017-06-30$1,312,353
Value of interest in pooled separate accounts at beginning of year2017-06-30$1,314,019
Interest earned on other investments2017-06-30$441,548
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$10,854,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$10,296,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$2,641,751
Net investment gain/loss from pooled separate accounts2017-06-30$49,806
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$402,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,071,119
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30RSM US LLP
Accountancy firm EIN2017-06-30420714325
2016 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$941,133
Total of all expenses incurred2016-06-30$2,052,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$2,052,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$828,097
Value of total assets at end of year2016-06-30$27,637,620
Value of total assets at beginning of year2016-06-30$28,749,176
Total interest from all sources2016-06-30$427,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$368,085
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$100,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-1,111,556
Value of net assets at end of year (total assets less liabilities)2016-06-30$27,637,620
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$28,749,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$16,027,576
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$17,028,883
Value of interest in pooled separate accounts at end of year2016-06-30$1,314,019
Value of interest in pooled separate accounts at beginning of year2016-06-30$1,290,661
Interest earned on other investments2016-06-30$427,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$10,296,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$10,429,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-401,432
Net investment gain/loss from pooled separate accounts2016-06-30$87,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$359,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,052,689
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30RSM US LLP
Accountancy firm EIN2016-06-30420714325
2015 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$2,059,121
Total of all expenses incurred2015-06-30$1,689,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,689,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$798,274
Value of total assets at end of year2015-06-30$28,749,176
Value of total assets at beginning of year2015-06-30$28,379,768
Total interest from all sources2015-06-30$433,279
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$357,638
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$74,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$369,408
Value of net assets at end of year (total assets less liabilities)2015-06-30$28,749,176
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$28,379,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$17,028,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$17,016,737
Value of interest in pooled separate accounts at end of year2015-06-30$1,290,661
Value of interest in pooled separate accounts at beginning of year2015-06-30$1,130,254
Interest earned on other investments2015-06-30$433,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$10,429,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$10,232,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$827,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$365,670
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,689,713
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30RSM US LLP
Accountancy firm EIN2015-06-30420714325
2014 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$4,429,266
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$2,026,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,026,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$752,192
Value of total assets at end of year2014-06-30$28,379,768
Value of total assets at beginning of year2014-06-30$25,976,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Total interest from all sources2014-06-30$413,343
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$253,572
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$56,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$2,403,086
Value of net assets at end of year (total assets less liabilities)2014-06-30$28,379,768
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$25,976,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$17,016,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$15,106,637
Value of interest in pooled separate accounts at end of year2014-06-30$1,130,254
Value of interest in pooled separate accounts at beginning of year2014-06-30$1,193,501
Interest earned on other investments2014-06-30$413,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$10,232,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$9,676,544
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$71,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$3,143,403
Net investment gain/loss from pooled separate accounts2014-06-30$120,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$442,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,954,637
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30MCGLADREY LLP
Accountancy firm EIN2014-06-30420714325
2013 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2013 401k financial data
Total transfer of assets to this plan2013-06-30$1,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$3,309,606
Total of all expenses incurred2013-06-30$1,381,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$1,381,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$692,866
Value of total assets at end of year2013-06-30$25,976,682
Value of total assets at beginning of year2013-06-30$24,047,659
Total interest from all sources2013-06-30$380,375
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$254,640
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$5,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$1,927,901
Value of net assets at end of year (total assets less liabilities)2013-06-30$25,976,682
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$24,047,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$15,106,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$13,578,150
Value of interest in pooled separate accounts at end of year2013-06-30$1,193,501
Value of interest in pooled separate accounts at beginning of year2013-06-30$1,055,739
Interest earned on other investments2013-06-30$380,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$9,676,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$9,413,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,144,014
Net investment gain/loss from pooled separate accounts2013-06-30$92,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$432,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$1,381,705
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30MCGLADREY LLP
Accountancy firm EIN2013-06-30420714325
2012 : JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$9,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$1,388,885
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$1,356,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$1,356,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,049,992
Value of total assets at end of year2012-06-30$24,047,659
Value of total assets at beginning of year2012-06-30$24,006,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$0
Total interest from all sources2012-06-30$373,931
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$258,857
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$359,627
Other income not declared elsewhere2012-06-30$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$32,273
Value of net assets at end of year (total assets less liabilities)2012-06-30$24,047,659
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$24,006,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$13,578,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$13,799,664
Value of interest in pooled separate accounts at end of year2012-06-30$1,055,739
Value of interest in pooled separate accounts at beginning of year2012-06-30$856,147
Interest earned on other investments2012-06-30$373,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$9,413,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$9,350,570
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$434,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-135,796
Net investment gain/loss from pooled separate accounts2012-06-30$100,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$431,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$922,376
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30MCGLADREY LLP
Accountancy firm EIN2012-06-30420714325

Form 5500 Responses for JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN

2022: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: JUDGE BAKER CHILDREN'S CENTER RETIREMENT AND TDA PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered525
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered539
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered550
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered573
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered589
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered581
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337192
Policy instance 2
Insurance contract or identification number337192
Number of Individuals Covered190
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered524
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number337192
Policy instance 2
Insurance contract or identification number337192
Number of Individuals Covered187
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered527
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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 number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered520
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337192
Policy instance 2
Insurance contract or identification number337192
Number of Individuals Covered163
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered516
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337192
Policy instance 2
Insurance contract or identification number337192
Number of Individuals Covered160
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337192
Policy instance 2
Insurance contract or identification number337192
Number of Individuals Covered165
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number337191
Policy instance 1
Insurance contract or identification number337191
Number of Individuals Covered512
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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