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EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 401k Plan overview

Plan NameEDUCATIONAL TESTING SERVICE RETIREMENT PLAN
Plan identification number 001

EDUCATIONAL TESTING SERVICE RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EDUCATIONAL TESTING SERVICE has sponsored the creation of one or more 401k plans.

Company Name:EDUCATIONAL TESTING SERVICE
Employer identification number (EIN):210634479
NAIC Classification:611000

Additional information about EDUCATIONAL TESTING SERVICE

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1967-04-18
Company Identification Number: 0002646807
Legal Registered Office Address: 56D ROSEDALE RD

PRINCETON
United States of America (USA)
08540

More information about EDUCATIONAL TESTING SERVICE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDUCATIONAL TESTING SERVICE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SARA LESTER2019-10-07
0012017-01-01
0012016-01-01DEIRDRE ROBINSON
0012015-01-01GEORGE J. MILLER
0012015-01-01
0012014-01-01GEORGE J. MILLER
0012013-01-01GEORGE J. MILLER
0012012-01-01GEORGE MILLER
0012011-01-01T J ELLIOTT
0012009-01-01
0012009-01-01
0012009-01-01T J ELLIOTT
0012009-01-01T J ELLIOTT

Plan Statistics for EDUCATIONAL TESTING SERVICE RETIREMENT PLAN

401k plan membership statisitcs for EDUCATIONAL TESTING SERVICE RETIREMENT PLAN

Measure Date Value
2023: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015,984
Total number of active participants reported on line 7a of the Form 55002023-01-013,097
Number of retired or separated participants receiving benefits2023-01-0168
Number of other retired or separated participants entitled to future benefits2023-01-012,491
Total of all active and inactive participants2023-01-015,656
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0167
Total participants2023-01-015,723
Number of participants with account balances2023-01-015,454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0147
2022: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015,992
Total number of active participants reported on line 7a of the Form 55002022-01-013,310
Number of retired or separated participants receiving benefits2022-01-0173
Number of other retired or separated participants entitled to future benefits2022-01-012,531
Total of all active and inactive participants2022-01-015,914
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0170
Total participants2022-01-015,984
Number of participants with account balances2022-01-015,706
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0150
2021: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,151
Total number of active participants reported on line 7a of the Form 55002021-01-013,282
Number of retired or separated participants receiving benefits2021-01-0156
Number of other retired or separated participants entitled to future benefits2021-01-012,592
Total of all active and inactive participants2021-01-015,930
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0162
Total participants2021-01-015,992
Number of participants with account balances2021-01-015,878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0123
2020: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,458
Total number of active participants reported on line 7a of the Form 55002020-01-013,554
Number of retired or separated participants receiving benefits2020-01-0143
Number of other retired or separated participants entitled to future benefits2020-01-012,500
Total of all active and inactive participants2020-01-016,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0154
Total participants2020-01-016,151
Number of participants with account balances2020-01-016,140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0171
2019: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,907
Total number of active participants reported on line 7a of the Form 55002019-01-014,130
Number of retired or separated participants receiving benefits2019-01-0136
Number of other retired or separated participants entitled to future benefits2019-01-012,286
Total of all active and inactive participants2019-01-016,452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-016,458
Number of participants with account balances2019-01-016,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-017,017
Total number of active participants reported on line 7a of the Form 55002018-01-014,923
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,944
Total of all active and inactive participants2018-01-016,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0140
Total participants2018-01-016,907
Number of participants with account balances2018-01-016,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017,074
Total number of active participants reported on line 7a of the Form 55002017-01-015,122
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,855
Total of all active and inactive participants2017-01-016,977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0142
Total participants2017-01-017,019
Number of participants with account balances2017-01-016,777
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0149
2016: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-017,040
Total number of active participants reported on line 7a of the Form 55002016-01-015,229
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,806
Total of all active and inactive participants2016-01-017,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0142
Total participants2016-01-017,077
Number of participants with account balances2016-01-016,851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0150
2015: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,982
Total number of active participants reported on line 7a of the Form 55002015-01-013,368
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011,750
Total of all active and inactive participants2015-01-015,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0142
Total participants2015-01-015,160
Number of participants with account balances2015-01-015,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01109
2014: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,912
Total number of active participants reported on line 7a of the Form 55002014-01-013,333
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011,614
Total of all active and inactive participants2014-01-014,947
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0135
Total participants2014-01-014,982
Number of participants with account balances2014-01-014,982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,451
Total number of active participants reported on line 7a of the Form 55002013-01-013,333
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-011,545
Total of all active and inactive participants2013-01-014,878
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0134
Total participants2013-01-014,912
Number of participants with account balances2013-01-014,912
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0152
2012: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,254
Total number of active participants reported on line 7a of the Form 55002012-01-013,130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-011,293
Total of all active and inactive participants2012-01-014,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0128
Total participants2012-01-014,451
Number of participants with account balances2012-01-014,451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0130
2011: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,962
Total number of active participants reported on line 7a of the Form 55002011-01-013,008
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,223
Total of all active and inactive participants2011-01-014,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0123
Total participants2011-01-014,254
Number of participants with account balances2011-01-014,254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,617
Total number of active participants reported on line 7a of the Form 55002009-01-012,654
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011,388
Total of all active and inactive participants2009-01-014,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0115
Total participants2009-01-014,057
Number of participants with account balances2009-01-014,057
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on EDUCATIONAL TESTING SERVICE RETIREMENT PLAN

Measure Date Value
2023 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$1,740
Total unrealized appreciation/depreciation of assets2023-12-31$1,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$97,288,505
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$45,050,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$44,737,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$16,025,872
Value of total assets at end of year2023-12-31$577,237,524
Value of total assets at beginning of year2023-12-31$524,999,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$313,121
Total interest from all sources2023-12-31$6,010,229
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,341,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$6,341,523
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Participant contributions at end of year2023-12-31$1,662
Participant contributions at beginning of year2023-12-31$1,591
Other income not declared elsewhere2023-12-31$1,147,205
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$52,237,559
Value of net assets at end of year (total assets less liabilities)2023-12-31$577,237,524
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$524,999,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$51,646
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$437,376,717
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$378,495,950
Value of interest in pooled separate accounts at end of year2023-12-31$3,412,524
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,575,041
Interest on participant loans2023-12-31$71
Interest earned on other investments2023-12-31$5,977,531
Value of interest in common/collective trusts at end of year2023-12-31$13,508,184
Value of interest in common/collective trusts at beginning of year2023-12-31$15,346,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$649,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$478,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$478,997
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$32,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$121,612,611
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$125,453,955
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$2,042,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$67,991,870
Net investment gain/loss from pooled separate accounts2023-12-31$-600,483
Net investment gain or loss from common/collective trusts2023-12-31$370,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$16,025,872
Employer contributions (assets) at end of year2023-12-31$675,846
Employer contributions (assets) at beginning of year2023-12-31$647,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$42,695,756
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-64,741,202
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$42,682,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$42,377,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,017,535
Value of total assets at end of year2022-12-31$524,999,965
Value of total assets at beginning of year2022-12-31$632,423,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$305,016
Total interest from all sources2022-12-31$5,422,222
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$20,420,029
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$20,420,029
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$1,591
Participant contributions at beginning of year2022-12-31$1,523
Other income not declared elsewhere2022-12-31$1,012,482
Administrative expenses (other) incurred2022-12-31$305,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-107,424,025
Value of net assets at end of year (total assets less liabilities)2022-12-31$524,999,965
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$632,423,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$378,495,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$482,389,063
Value of interest in pooled separate accounts at end of year2022-12-31$4,575,041
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,254,826
Interest on participant loans2022-12-31$68
Interest earned on other investments2022-12-31$5,415,735
Value of interest in common/collective trusts at end of year2022-12-31$15,346,972
Value of interest in common/collective trusts at beginning of year2022-12-31$15,348,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$478,997
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$260,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$260,972
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$125,453,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$129,569,602
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,601,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-107,811,067
Net investment gain/loss from pooled separate accounts2022-12-31$357,743
Net investment gain or loss from common/collective trusts2022-12-31$-160,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$16,017,535
Employer contributions (assets) at end of year2022-12-31$647,459
Employer contributions (assets) at beginning of year2022-12-31$599,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$40,776,194
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON LLP
Accountancy firm EIN2022-12-31366055558
2021 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$90,258,893
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$51,010,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$50,698,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$16,340,828
Value of total assets at end of year2021-12-31$632,423,990
Value of total assets at beginning of year2021-12-31$593,175,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$312,137
Total interest from all sources2021-12-31$4,756,459
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$28,876,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$28,876,152
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$16,940,428
Amount contributed by the employer to the plan for this plan year2021-12-31$16,940,428
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,523
Participant contributions at beginning of year2021-12-31$1,457
Other income not declared elsewhere2021-12-31$1,356,666
Administrative expenses (other) incurred2021-12-31$312,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$39,248,412
Value of net assets at end of year (total assets less liabilities)2021-12-31$632,423,990
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$593,175,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$482,389,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$455,587,896
Value of interest in pooled separate accounts at end of year2021-12-31$4,254,826
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,874,711
Interest on participant loans2021-12-31$65
Interest earned on other investments2021-12-31$4,756,356
Value of interest in common/collective trusts at end of year2021-12-31$15,348,404
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$260,972
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$129,569,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$133,123,257
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,077,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$37,337,810
Net investment gain/loss from pooled separate accounts2021-12-31$648,170
Net investment gain or loss from common/collective trusts2021-12-31$942,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$16,340,828
Employer contributions (assets) at end of year2021-12-31$599,600
Employer contributions (assets) at beginning of year2021-12-31$588,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$47,620,486
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON LLP
Accountancy firm EIN2021-12-31366055558
2020 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$86,698,957
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$48,633,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,268,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$16,821,527
Value of total assets at end of year2020-12-31$593,175,578
Value of total assets at beginning of year2020-12-31$555,110,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$365,703
Total interest from all sources2020-12-31$5,552,522
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$14,136,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$14,136,329
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$16,233,270
Amount contributed by the employer to the plan for this plan year2020-12-31$16,233,270
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$1,457
Participant contributions at beginning of year2020-12-31$1,394
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$1,852,103
Other income not declared elsewhere2020-12-31$55,795
Administrative expenses (other) incurred2020-12-31$365,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$38,064,969
Value of net assets at end of year (total assets less liabilities)2020-12-31$593,175,578
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$555,110,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$455,587,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$408,322,167
Value of interest in pooled separate accounts at end of year2020-12-31$3,874,711
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,686,712
Interest on participant loans2020-12-31$63
Interest earned on other investments2020-12-31$5,551,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$133,123,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$138,712,964
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,211,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$50,036,556
Net investment gain/loss from pooled separate accounts2020-12-31$-49,790
Net investment gain or loss from common/collective trusts2020-12-31$146,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$16,821,527
Employer contributions (assets) at end of year2020-12-31$588,257
Employer contributions (assets) at beginning of year2020-12-31$535,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$46,056,934
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRANT THORNTON LLP
Accountancy firm EIN2020-12-31366055558
2019 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$105,421,587
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$36,693,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$36,626,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$18,816,149
Value of total assets at end of year2019-12-31$555,110,609
Value of total assets at beginning of year2019-12-31$486,382,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,567
Total interest from all sources2019-12-31$5,720,470
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,088,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,088,783
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$18,280,880
Amount contributed by the employer to the plan for this plan year2019-12-31$18,280,880
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$1,394
Participant contributions at beginning of year2019-12-31$2,245
Assets. Other investments not covered elsewhere at end of year2019-12-31$1,852,103
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$364,244
Other income not declared elsewhere2019-12-31$80,106
Administrative expenses (other) incurred2019-12-31$61,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$68,728,211
Value of net assets at end of year (total assets less liabilities)2019-12-31$555,110,609
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$486,382,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$408,322,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$330,153,105
Value of interest in pooled separate accounts at end of year2019-12-31$5,686,712
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,213,890
Interest earned on other investments2019-12-31$5,720,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$138,712,964
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$142,460,060
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,563,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$72,246,634
Net investment gain/loss from pooled separate accounts2019-12-31$469,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$18,816,149
Employer contributions (assets) at end of year2019-12-31$535,269
Employer contributions (assets) at beginning of year2019-12-31$1,188,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,063,574
Contract administrator fees2019-12-31$4,923
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON LLP
Accountancy firm EIN2019-12-31366055558
2018 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-779,412
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$38,855,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,855,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,746,385
Value of total assets at end of year2018-12-31$486,382,398
Value of total assets at beginning of year2018-12-31$526,017,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$473
Total interest from all sources2018-12-31$6,055,523
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,000,982
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$14,000,982
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$18,746,385
Amount contributed by the employer to the plan for this plan year2018-12-31$18,746,385
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$2,245
Participant contributions at beginning of year2018-12-31$4,764
Assets. Other investments not covered elsewhere at end of year2018-12-31$364,244
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$289,620
Other income not declared elsewhere2018-12-31$1,438
Administrative expenses (other) incurred2018-12-31$473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-39,634,907
Value of net assets at end of year (total assets less liabilities)2018-12-31$486,382,398
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$526,017,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$330,153,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$368,097,857
Value of interest in pooled separate accounts at end of year2018-12-31$12,213,890
Value of interest in pooled separate accounts at beginning of year2018-12-31$12,429,791
Interest earned on other investments2018-12-31$6,055,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$142,460,060
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$144,734,161
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,657,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-40,152,655
Net investment gain/loss from pooled separate accounts2018-12-31$568,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,746,385
Employer contributions (assets) at end of year2018-12-31$1,188,854
Employer contributions (assets) at beginning of year2018-12-31$461,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$35,197,527
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GRANT THORNTON LLP
Accountancy firm EIN2018-12-31366055558
2017 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$89,480,757
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$28,301,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,293,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,580,304
Value of total assets at end of year2017-12-31$526,017,305
Value of total assets at beginning of year2017-12-31$464,838,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,583
Total interest from all sources2017-12-31$6,038,674
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,593,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,593,934
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$19,547,093
Amount contributed by the employer to the plan for this plan year2017-12-31$19,547,093
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$4,764
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$289,620
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$264,475
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,033,211
Other income not declared elsewhere2017-12-31$12,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$61,178,951
Value of net assets at end of year (total assets less liabilities)2017-12-31$526,017,305
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$464,838,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$368,097,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$305,350,652
Value of interest in pooled separate accounts at end of year2017-12-31$12,429,791
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,720,718
Interest earned on other investments2017-12-31$6,038,674
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$144,734,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$147,087,424
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,302,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$49,734,991
Net investment gain/loss from pooled separate accounts2017-12-31$520,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$19,547,093
Employer contributions (assets) at end of year2017-12-31$461,112
Employer contributions (assets) at beginning of year2017-12-31$415,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,990,361
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GRANT THORNTON LLP
Accountancy firm EIN2017-12-31366055558
2016 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$47,281,823
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$21,501,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,445,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,116,654
Value of total assets at end of year2016-12-31$464,838,354
Value of total assets at beginning of year2016-12-31$439,058,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,133
Total interest from all sources2016-12-31$6,622,706
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,717,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,717,428
Administrative expenses professional fees incurred2016-12-31$21,414
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$19,116,654
Amount contributed by the employer to the plan for this plan year2016-12-31$19,116,654
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$264,475
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$277,821
Administrative expenses (other) incurred2016-12-31$154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$25,780,226
Value of net assets at end of year (total assets less liabilities)2016-12-31$464,838,354
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$439,058,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$305,350,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$281,333,553
Value of interest in pooled separate accounts at end of year2016-12-31$11,720,718
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,822,394
Interest earned on other investments2016-12-31$6,622,706
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$147,087,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$146,318,663
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$2,007,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,251,703
Net investment gain/loss from pooled separate accounts2016-12-31$573,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$19,116,654
Employer contributions (assets) at end of year2016-12-31$415,085
Employer contributions (assets) at beginning of year2016-12-31$305,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,438,059
Contract administrator fees2016-12-31$8,815
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31GRANT THORNTON LLP
Accountancy firm EIN2016-12-31366055558
2015 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$25,536,975
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$22,031,841
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$21,946,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,427,836
Value of total assets at end of year2015-12-31$439,058,128
Value of total assets at beginning of year2015-12-31$435,552,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$85,548
Total interest from all sources2015-12-31$6,266,672
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,901,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,901,574
Administrative expenses professional fees incurred2015-12-31$45,163
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$18,427,836
Amount contributed by the employer to the plan for this plan year2015-12-31$18,427,836
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$277,821
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$177,493
Other income not declared elsewhere2015-12-31$29,764
Administrative expenses (other) incurred2015-12-31$6,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,505,134
Value of net assets at end of year (total assets less liabilities)2015-12-31$439,058,128
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$435,552,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$34,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$281,333,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$277,924,908
Value of interest in pooled separate accounts at end of year2015-12-31$10,822,394
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,096,638
Interest earned on other investments2015-12-31$6,266,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$146,318,663
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$147,425,974
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,776,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,866,089
Net investment gain/loss from pooled separate accounts2015-12-31$777,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$18,427,836
Employer contributions (assets) at end of year2015-12-31$305,697
Employer contributions (assets) at beginning of year2015-12-31$927,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,169,495
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31GRANT THORNTON LLP
Accountancy firm EIN2015-12-31366055558
2014 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$40,183,751
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$20,185,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,108,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$17,856,851
Value of total assets at end of year2014-12-31$435,552,994
Value of total assets at beginning of year2014-12-31$415,554,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$77,419
Total interest from all sources2014-12-31$6,495,985
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,835,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$7,835,091
Administrative expenses professional fees incurred2014-12-31$32,759
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$17,856,851
Amount contributed by the employer to the plan for this plan year2014-12-31$17,856,851
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$177,493
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$155,742
Other income not declared elsewhere2014-12-31$95,228
Administrative expenses (other) incurred2014-12-31$11,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$19,998,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$435,552,994
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$415,554,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$33,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$277,924,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$259,159,747
Value of interest in pooled separate accounts at end of year2014-12-31$9,096,638
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,135,235
Interest earned on other investments2014-12-31$6,495,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$147,425,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$148,267,931
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,775,670
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,969,430
Net investment gain/loss from pooled separate accounts2014-12-31$931,166
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$17,856,851
Employer contributions (assets) at end of year2014-12-31$927,981
Employer contributions (assets) at beginning of year2014-12-31$836,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,332,391
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$70,272,172
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$20,959,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,918,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,727,608
Value of total assets at end of year2013-12-31$415,554,723
Value of total assets at beginning of year2013-12-31$366,242,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,153
Total interest from all sources2013-12-31$6,262,725
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,652,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,652,016
Administrative expenses professional fees incurred2013-12-31$20,400
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$16,727,608
Amount contributed by the employer to the plan for this plan year2013-12-31$16,727,608
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$155,742
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$22,372
Other income not declared elsewhere2013-12-31$94,416
Administrative expenses (other) incurred2013-12-31$3,923
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$49,312,335
Value of net assets at end of year (total assets less liabilities)2013-12-31$415,554,723
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$366,242,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$259,159,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$209,536,143
Value of interest in pooled separate accounts at end of year2013-12-31$7,135,235
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,934,264
Interest earned on other investments2013-12-31$6,262,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$148,267,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$150,027,894
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,036,555
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$40,934,447
Net investment gain/loss from pooled separate accounts2013-12-31$600,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,727,608
Employer contributions (assets) at end of year2013-12-31$836,068
Employer contributions (assets) at beginning of year2013-12-31$721,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,882,129
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$48,689,424
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$19,721,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$19,691,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,474,234
Value of total assets at end of year2012-12-31$366,242,388
Value of total assets at beginning of year2012-12-31$337,274,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$29,491
Total interest from all sources2012-12-31$6,135,323
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,949,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,949,985
Administrative expenses professional fees incurred2012-12-31$20,400
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$15,474,234
Amount contributed by the employer to the plan for this plan year2012-12-31$15,474,234
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$22,372
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$54,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$28,967,941
Value of net assets at end of year (total assets less liabilities)2012-12-31$366,242,388
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$337,274,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,091
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$209,536,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$179,498,838
Value of interest in pooled separate accounts at end of year2012-12-31$5,934,264
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,659,091
Interest earned on other investments2012-12-31$6,135,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$150,027,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$152,518,708
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,469,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$23,579,055
Net investment gain/loss from pooled separate accounts2012-12-31$496,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$15,474,234
Employer contributions (assets) at end of year2012-12-31$721,715
Employer contributions (assets) at beginning of year2012-12-31$597,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$17,222,223
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31GRANT THORNTON LLP
Accountancy firm EIN2012-12-31366055558
2011 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$16,025,756
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$18,637,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,637,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$14,355,984
Value of total assets at end of year2011-12-31$337,274,447
Value of total assets at beginning of year2011-12-31$339,886,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$6,185,042
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,862,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,862,018
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$14,355,984
Amount contributed by the employer to the plan for this plan year2011-12-31$14,355,984
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,611,555
Value of net assets at end of year (total assets less liabilities)2011-12-31$337,274,447
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$339,886,002
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$179,498,838
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$182,317,712
Value of interest in pooled separate accounts at end of year2011-12-31$4,659,091
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,108,083
Interest earned on other investments2011-12-31$6,185,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$152,518,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$153,959,307
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,166,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,860,244
Net investment gain/loss from pooled separate accounts2011-12-31$482,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$14,355,984
Employer contributions (assets) at end of year2011-12-31$597,810
Employer contributions (assets) at beginning of year2011-12-31$500,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$15,470,437
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31GRANT THORNTON LLP
Accountancy firm EIN2011-12-31366055558
2010 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$40,576,172
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$17,223,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,223,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,943,774
Value of total assets at end of year2010-12-31$339,886,002
Value of total assets at beginning of year2010-12-31$316,533,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$171
Total interest from all sources2010-12-31$5,821,847
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$723,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$723,946
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$23,352,813
Value of net assets at end of year (total assets less liabilities)2010-12-31$339,886,002
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$316,533,189
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$182,317,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$159,830,515
Value of interest in pooled separate accounts at end of year2010-12-31$3,108,083
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,238,690
Interest earned on other investments2010-12-31$5,821,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$153,959,307
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$154,030,258
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,747,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$20,733,196
Net investment gain/loss from pooled separate accounts2010-12-31$353,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,943,774
Employer contributions (assets) at end of year2010-12-31$500,900
Employer contributions (assets) at beginning of year2010-12-31$433,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,476,057
Contract administrator fees2010-12-31$171
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EDUCATIONAL TESTING SERVICE RETIREMENT PLAN

2023: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EDUCATIONAL TESTING SERVICE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered3239
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?1
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered3340
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?1
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered3437
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?1
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered3534
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?1
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered3772
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?1
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered4176
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?1
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered4349
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?1
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered4698
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered4840
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered4990
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered6759
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?Yes
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 number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered6686
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101167
Policy instance 1
Insurance contract or identification number101167
Number of Individuals Covered6531
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?Yes
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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