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THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameTHE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 002

THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

THE CONFERENCE BOARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CONFERENCE BOARD, INC.
Employer identification number (EIN):131624108
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE CONFERENCE BOARD, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1924-12-23
Company Identification Number: 19560
Legal Registered Office Address: 845 THIRD AVENUE
New York
NEW YORK
United States of America (USA)
100226601

More information about THE CONFERENCE BOARD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01SUSAN FAHEY2023-04-28 JAMES SLAMP2023-04-28
0022020-07-01SUSAN FAHEY2022-04-15 JAMES SLAMP2022-04-15
0022019-07-01SUSAN FAHEY2021-04-14
0022018-07-01DOREEN MASSARONI2020-04-14 JAMES H. SLAMP2020-04-15
0022017-07-01DOREEN MASSARONI2019-04-12 JAMES H. SLAMP2019-04-12
0022016-07-01
0022015-07-01
0022014-07-01
0022013-07-01DOREEN MASSARONI JAMES H. SLAMP2015-04-15
0022012-07-01FILED WITH AUTHORIZED SIGNATURE
0022011-07-01CARMELLI MARIFOSQUE
0022010-07-01DOREEN MASSARONI
0022009-07-01DOREEN MASSARONI

Plan Statistics for THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2021: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01510
Total number of active participants reported on line 7a of the Form 55002021-07-01239
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01317
Total of all active and inactive participants2021-07-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-018
Total participants2021-07-01564
Number of participants with account balances2021-07-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0146
2020: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01494
Total number of active participants reported on line 7a of the Form 55002020-07-01246
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01259
Total of all active and inactive participants2020-07-01505
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-01508
Number of participants with account balances2020-07-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0114
2019: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01480
Total number of active participants reported on line 7a of the Form 55002019-07-01245
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01246
Total of all active and inactive participants2019-07-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-013
Total participants2019-07-01494
Number of participants with account balances2019-07-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0113
2018: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01460
Total number of active participants reported on line 7a of the Form 55002018-07-01250
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01228
Total of all active and inactive participants2018-07-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-013
Total participants2018-07-01481
Number of participants with account balances2018-07-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0121
2017: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01442
Total number of active participants reported on line 7a of the Form 55002017-07-01269
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01190
Total of all active and inactive participants2017-07-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-012
Total participants2017-07-01461
Number of participants with account balances2017-07-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0113
2016: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01387
Total number of active participants reported on line 7a of the Form 55002016-07-01272
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-01167
Total of all active and inactive participants2016-07-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-013
Total participants2016-07-01442
Number of participants with account balances2016-07-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0119
2015: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01270
Total number of active participants reported on line 7a of the Form 55002015-07-01137
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-01116
Total of all active and inactive participants2015-07-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01253
Number of participants with account balances2015-07-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01275
Total number of active participants reported on line 7a of the Form 55002014-07-01122
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-01148
Total of all active and inactive participants2014-07-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01270
Number of participants with account balances2014-07-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-011
2013: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01297
Total number of active participants reported on line 7a of the Form 55002013-07-01193
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-01117
Total of all active and inactive participants2013-07-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01310
Number of participants with account balances2013-07-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01296
Total number of active participants reported on line 7a of the Form 55002012-07-01193
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-01104
Total of all active and inactive participants2012-07-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01297
Number of participants with account balances2012-07-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01272
Total number of active participants reported on line 7a of the Form 55002011-07-01184
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01112
Total of all active and inactive participants2011-07-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01296
Number of participants with account balances2011-07-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0111
2010: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01268
Total number of active participants reported on line 7a of the Form 55002010-07-01164
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-01108
Total of all active and inactive participants2010-07-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-01272
Number of participants with account balances2010-07-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-014
2009: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01252
Total number of active participants reported on line 7a of the Form 55002009-07-01157
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-01110
Total of all active and inactive participants2009-07-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-01268
Number of participants with account balances2009-07-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-014

Financial Data on THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2022 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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$0
Total income from all sources (including contributions)2022-06-30$-760,573
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$2,460,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$2,443,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,242,309
Value of total assets at end of year2022-06-30$16,969,633
Value of total assets at beginning of year2022-06-30$20,190,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$17,099
Total interest from all sources2022-06-30$8,201
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$1,053,952
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$1,053,952
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$115,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-3,221,245
Value of net assets at end of year (total assets less liabilities)2022-06-30$16,969,633
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$20,190,878
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$15,983,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$19,139,530
Interest earned on other investments2022-06-30$8,201
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$986,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,051,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-4,065,035
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$2,126,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$2,443,573
Contract administrator fees2022-06-30$17,099
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 plan2022-06-30Unqualified
Accountancy firm name2022-06-30CROWE LLP
Accountancy firm EIN2022-06-30350921680
2021 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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$6,888,643
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,124,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,105,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,574,740
Value of total assets at end of year2021-06-30$20,190,878
Value of total assets at beginning of year2021-06-30$14,426,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$18,703
Total interest from all sources2021-06-30$11,323
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$626,404
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$626,404
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$28,511
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$5,763,987
Value of net assets at end of year (total assets less liabilities)2021-06-30$20,190,878
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$14,426,891
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$19,139,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$13,406,752
Interest earned on other investments2021-06-30$11,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,051,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,020,139
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,676,176
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$2,546,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,105,953
Contract administrator fees2021-06-30$18,703
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 name2021-06-30KPMG LLP
Accountancy firm EIN2021-06-30135565207
2020 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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$1,744,924
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,010,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$994,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$1,079,684
Value of total assets at end of year2020-06-30$14,426,891
Value of total assets at beginning of year2020-06-30$13,692,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$15,514
Total interest from all sources2020-06-30$11,782
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$464,914
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$464,914
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
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
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$734,800
Value of net assets at end of year (total assets less liabilities)2020-06-30$14,426,891
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$13,692,091
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$13,406,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$12,833,522
Interest earned on other investments2020-06-30$11,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,020,139
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$858,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$188,544
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$1,079,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$994,610
Contract administrator fees2020-06-30$15,514
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 name2020-06-30KPMG LLP
Accountancy firm EIN2020-06-30135565207
2019 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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$1,973,725
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$725,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$709,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,176,220
Value of total assets at end of year2019-06-30$13,692,091
Value of total assets at beginning of year2019-06-30$12,444,205
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$16,672
Total interest from all sources2019-06-30$12,226
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$553,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$553,294
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
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
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$1,247,886
Value of net assets at end of year (total assets less liabilities)2019-06-30$13,692,091
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$12,444,205
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$12,833,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$11,659,158
Interest earned on other investments2019-06-30$12,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$858,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$785,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$231,985
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$1,176,220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$709,167
Contract administrator fees2019-06-30$16,672
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 name2019-06-30KPMG LLP
Accountancy firm EIN2019-06-30135565207
2018 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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$2,297,534
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$317,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$299,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,204,195
Value of total assets at end of year2018-06-30$12,444,205
Value of total assets at beginning of year2018-06-30$10,464,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$17,830
Total interest from all sources2018-06-30$21,787
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$514,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$514,352
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
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
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$1,980,113
Value of net assets at end of year (total assets less liabilities)2018-06-30$12,444,205
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$10,464,092
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$11,659,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$9,665,164
Interest earned on other investments2018-06-30$21,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$785,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$784,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$557,200
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$1,204,195
Employer contributions (assets) at end of year2018-06-30$0
Employer contributions (assets) at beginning of year2018-06-30$14,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$299,591
Contract administrator fees2018-06-30$17,830
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 name2018-06-30KPMG LLP
Accountancy firm EIN2018-06-30135565207
2017 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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$2,552,004
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,482,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,467,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,098,002
Value of total assets at end of year2017-06-30$10,464,092
Value of total assets at beginning of year2017-06-30$9,394,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$15,336
Total interest from all sources2017-06-30$76,024
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$249,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$249,852
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
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
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$1,069,099
Value of net assets at end of year (total assets less liabilities)2017-06-30$10,464,092
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$9,394,993
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$9,665,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$8,702,277
Interest earned on other investments2017-06-30$76,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$784,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$669,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$1,128,126
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$1,098,002
Employer contributions (assets) at end of year2017-06-30$14,186
Employer contributions (assets) at beginning of year2017-06-30$22,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,467,569
Contract administrator fees2017-06-30$15,336
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 name2017-06-30KPMG LLP
Accountancy firm EIN2017-06-30135565207
2016 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$579,765
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$454,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$443,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$806,120
Value of total assets at end of year2016-06-30$9,394,993
Value of total assets at beginning of year2016-06-30$9,269,727
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$10,718
Total interest from all sources2016-06-30$25,938
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$323,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$323,444
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
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
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$8,569
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$125,266
Value of net assets at end of year (total assets less liabilities)2016-06-30$9,394,993
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,269,727
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$8,702,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,911,334
Interest earned on other investments2016-06-30$25,938
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$669,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$358,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-575,737
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$797,551
Employer contributions (assets) at end of year2016-06-30$22,940
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$443,781
Contract administrator fees2016-06-30$10,718
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
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 name2016-06-30KPMG LLP
Accountancy firm EIN2016-06-30135565207
2015 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$583,810
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$697,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$697,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$137,289
Value of total assets at end of year2015-06-30$9,269,727
Value of total assets at beginning of year2015-06-30$9,383,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$301
Total interest from all sources2015-06-30$21,340
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$624,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$624,733
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
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$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-113,916
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,269,727
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$9,383,643
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
Investment advisory and management fees2015-06-30$301
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,911,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$9,024,571
Interest earned on other investments2015-06-30$21,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$358,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$359,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-199,552
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$137,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$697,425
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 name2015-06-30KPMG LLP
Accountancy firm EIN2015-06-30135565207
2014 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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$1,496,061
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$236,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$236,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$76,767
Value of total assets at end of year2014-06-30$9,383,643
Value of total assets at beginning of year2014-06-30$8,124,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$396
Total interest from all sources2014-06-30$21,991
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$290,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$290,776
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000,000
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
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$1,259,134
Value of net assets at end of year (total assets less liabilities)2014-06-30$9,383,643
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$8,124,509
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
Investment advisory and management fees2014-06-30$396
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$9,024,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$7,707,105
Interest earned on other investments2014-06-30$21,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$359,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$417,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$1,106,527
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$76,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$236,531
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)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
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$836,358
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$603,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$602,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$15,873
Value of total assets at end of year2013-06-30$8,124,509
Value of total assets at beginning of year2013-06-30$7,891,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$450
Total interest from all sources2013-06-30$23,601
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$179,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$179,262
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$0
Amount contributed by the employer to the plan for this plan year2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
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$233,267
Value of net assets at end of year (total assets less liabilities)2013-06-30$8,124,509
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$7,891,242
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
Investment advisory and management fees2013-06-30$450
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$7,707,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$7,454,000
Interest earned on other investments2013-06-30$23,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$417,404
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$437,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$617,622
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$15,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$602,641
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)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KPMG LLP
Accountancy firm EIN2013-06-30135565207
2012 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
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$0
Total income from all sources (including contributions)2012-06-30$-275,802
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$508,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$507,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$0
Value of total assets at end of year2012-06-30$7,891,242
Value of total assets at beginning of year2012-06-30$8,675,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$500
Total interest from all sources2012-06-30$23,898
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$170,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$170,698
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
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
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$0
Amount contributed by the employer to the plan for this plan year2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-783,858
Value of net assets at end of year (total assets less liabilities)2012-06-30$7,891,242
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$8,675,100
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
Investment advisory and management fees2012-06-30$500
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$7,454,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$8,238,579
Interest earned on other investments2012-06-30$23,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$437,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$436,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-470,398
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$507,556
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)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KPMG LLP
Accountancy firm EIN2012-06-30135565207
2011 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,635,109
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,971,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,970,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$0
Value of total assets at end of year2011-06-30$8,675,100
Value of total assets at beginning of year2011-06-30$9,011,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$625
Total interest from all sources2011-06-30$31,229
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$169,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$169,034
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$0
Amount contributed by the employer to the plan for this plan year2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-336,112
Value of net assets at end of year (total assets less liabilities)2011-06-30$8,675,100
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$9,011,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$625
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$8,238,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$8,309,109
Interest earned on other investments2011-06-30$31,229
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$436,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$702,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$1,434,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,970,596
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KPMG LLP
Accountancy firm EIN2011-06-30135565207
2010 : THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$0
Amount contributed by the employer to the plan for this plan year2010-06-30$0

Form 5500 Responses for THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN

2021: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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 funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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 funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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 funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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 funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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 funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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 funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT 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 funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
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 funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: THE CONFERENCE BOARD, INC. (U.S. STAFF MEMBERS) SUPPLEMENTAL RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406783
Policy instance 3
Insurance contract or identification number406783
Number of Individuals Covered86
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 number406563
Policy instance 2
Insurance contract or identification number406563
Number of Individuals Covered15
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number003388
Policy instance 1
Insurance contract or identification number003388
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 number406783
Policy instance 3
Insurance contract or identification number406783
Number of Individuals Covered85
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 number406563
Policy instance 2
Insurance contract or identification number406563
Number of Individuals Covered13
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003388
Policy instance 1
Insurance contract or identification number003388
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 number406783
Policy instance 3
Insurance contract or identification number406783
Number of Individuals Covered86
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 number406563
Policy instance 2
Insurance contract or identification number406563
Number of Individuals Covered13
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003388
Policy instance 1
Insurance contract or identification number003388
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 number406783
Policy instance 3
Insurance contract or identification number406783
Number of Individuals Covered88
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number406563
Policy instance 2
Insurance contract or identification number406563
Number of Individuals Covered9
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003388
Policy instance 1
Insurance contract or identification number003388
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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 number406783
Policy instance 3
Insurance contract or identification number406783
Number of Individuals Covered89
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 number406563
Policy instance 2
Insurance contract or identification number406563
Number of Individuals Covered6
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
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003388
Policy instance 1
Insurance contract or identification number003388
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

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