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EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameEDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN
Plan identification number 002

EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN Benefits

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01SARA LESTER2019-10-07
0022017-01-01
0022016-01-01DEIRDRE ROBINSON
0022015-01-01GEORGE J. MILLER
0022014-01-01GEORGE J. MILLER
0022013-01-01GEORGE J. MILLER
0022012-01-01GEORGE MILLER
0022011-01-01T J ELLIOTT
0022009-01-01T J ELLIOTT
0022009-01-01

Plan Statistics for EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2023: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-015,492
Total number of active participants reported on line 7a of the Form 55002023-01-013,501
Number of retired or separated participants receiving benefits2023-01-01155
Number of other retired or separated participants entitled to future benefits2023-01-012,546
Total of all active and inactive participants2023-01-016,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0165
Total participants2023-01-016,267
Number of participants with account balances2023-01-015,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,486
Total number of active participants reported on line 7a of the Form 55002022-01-013,243
Number of retired or separated participants receiving benefits2022-01-01156
Number of other retired or separated participants entitled to future benefits2022-01-012,061
Total of all active and inactive participants2022-01-015,460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0132
Total participants2022-01-015,492
Number of participants with account balances2022-01-015,231
2021: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,664
Total number of active participants reported on line 7a of the Form 55002021-01-013,797
Number of retired or separated participants receiving benefits2021-01-01155
Number of other retired or separated participants entitled to future benefits2021-01-012,478
Total of all active and inactive participants2021-01-016,430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0156
Total participants2021-01-016,486
Number of participants with account balances2021-01-016,468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016,231
2020: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,036
Total number of active participants reported on line 7a of the Form 55002020-01-014,071
Number of retired or separated participants receiving benefits2020-01-0181
Number of other retired or separated participants entitled to future benefits2020-01-012,460
Total of all active and inactive participants2020-01-016,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0152
Total participants2020-01-016,664
Number of participants with account balances2020-01-016,382
2019: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-015,712
Total number of active participants reported on line 7a of the Form 55002019-01-014,697
Number of retired or separated participants receiving benefits2019-01-0182
Number of other retired or separated participants entitled to future benefits2019-01-012,171
Total of all active and inactive participants2019-01-016,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0186
Total participants2019-01-017,036
Number of participants with account balances2019-01-016,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,587
Total number of active participants reported on line 7a of the Form 55002018-01-014,089
Number of retired or separated participants receiving benefits2018-01-0182
Number of other retired or separated participants entitled to future benefits2018-01-011,524
Total of all active and inactive participants2018-01-015,695
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0117
Total participants2018-01-015,712
Number of participants with account balances2018-01-015,446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,373
Total number of active participants reported on line 7a of the Form 55002017-01-014,243
Number of retired or separated participants receiving benefits2017-01-0167
Number of other retired or separated participants entitled to future benefits2017-01-011,449
Total of all active and inactive participants2017-01-015,759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-015,778
Number of participants with account balances2017-01-015,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,102
Total number of active participants reported on line 7a of the Form 55002016-01-014,056
Number of retired or separated participants receiving benefits2016-01-0153
Number of other retired or separated participants entitled to future benefits2016-01-011,285
Total of all active and inactive participants2016-01-015,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-015,411
Number of participants with account balances2016-01-015,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,104
Total number of active participants reported on line 7a of the Form 55002015-01-013,806
Number of retired or separated participants receiving benefits2015-01-0150
Number of other retired or separated participants entitled to future benefits2015-01-011,235
Total of all active and inactive participants2015-01-015,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-015,102
Number of participants with account balances2015-01-015,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,774
Total number of active participants reported on line 7a of the Form 55002014-01-013,913
Number of retired or separated participants receiving benefits2014-01-0149
Number of other retired or separated participants entitled to future benefits2014-01-011,134
Total of all active and inactive participants2014-01-015,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-015,104
Number of participants with account balances2014-01-015,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,543
Total number of active participants reported on line 7a of the Form 55002013-01-013,610
Number of retired or separated participants receiving benefits2013-01-0143
Number of other retired or separated participants entitled to future benefits2013-01-011,114
Total of all active and inactive participants2013-01-014,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-017
Total participants2013-01-014,774
Number of participants with account balances2013-01-014,774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,501
Total number of active participants reported on line 7a of the Form 55002012-01-013,548
Number of retired or separated participants receiving benefits2012-01-0189
Number of other retired or separated participants entitled to future benefits2012-01-011,883
Total of all active and inactive participants2012-01-015,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0123
Total participants2012-01-015,543
Number of participants with account balances2012-01-015,543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-015,151
Total number of active participants reported on line 7a of the Form 55002011-01-013,531
Number of retired or separated participants receiving benefits2011-01-0182
Number of other retired or separated participants entitled to future benefits2011-01-011,861
Total of all active and inactive participants2011-01-015,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0127
Total participants2011-01-015,501
Number of participants with account balances2011-01-015,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,400
Total number of active participants reported on line 7a of the Form 55002009-01-012,679
Number of retired or separated participants receiving benefits2009-01-0164
Number of other retired or separated participants entitled to future benefits2009-01-011,875
Total of all active and inactive participants2009-01-014,618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0129
Total participants2009-01-014,647
Number of participants with account balances2009-01-014,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$13,350
Total unrealized appreciation/depreciation of assets2023-12-31$13,350
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$180,267,461
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$72,972,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$72,762,468
Expenses. Certain deemed distributions of participant loans2023-12-31$18,513
Value of total corrective distributions2023-12-31$1,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$36,683,336
Value of total assets at end of year2023-12-31$929,151,958
Value of total assets at beginning of year2023-12-31$821,857,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$190,615
Total interest from all sources2023-12-31$7,384,043
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$13,325,018
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$13,325,018
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
Contributions received from participants2023-12-31$26,629,483
Participant contributions at end of year2023-12-31$3,970,720
Participant contributions at beginning of year2023-12-31$3,869,442
Assets. Other investments not covered elsewhere at end of year2023-12-31$20,148,330
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$17,313,032
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,203,403
Other income not declared elsewhere2023-12-31$1,260,609
Administrative expenses (other) incurred2023-12-31$396
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$107,294,577
Value of net assets at end of year (total assets less liabilities)2023-12-31$929,151,958
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$821,857,381
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$41,145
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$779,607,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$670,254,350
Value of interest in pooled separate accounts at end of year2023-12-31$5,166,573
Value of interest in pooled separate accounts at beginning of year2023-12-31$6,626,866
Interest on participant loans2023-12-31$311,657
Interest earned on other investments2023-12-31$5,834,674
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,237,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$120,059,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$123,559,453
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,673,691
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$122,471,796
Net investment gain/loss from pooled separate accounts2023-12-31$-870,691
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$7,850,450
Employer contributions (assets) at end of year2023-12-31$199,138
Employer contributions (assets) at beginning of year2023-12-31$234,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$71,088,777
Contract administrator fees2023-12-31$300
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 plan2023-12-31Disclaimer
Accountancy firm name2023-12-31GRANT THORNTON LLP
Accountancy firm EIN2023-12-31366055558
2022 : EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-114,391,050
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$66,120,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$65,853,734
Expenses. Certain deemed distributions of participant loans2022-12-31$24,699
Value of total corrective distributions2022-12-31$25,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,988,308
Value of total assets at end of year2022-12-31$821,857,381
Value of total assets at beginning of year2022-12-31$1,002,369,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$216,446
Total interest from all sources2022-12-31$5,855,326
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$35,284,626
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$35,284,626
Administrative expenses professional fees incurred2022-12-31$72,105
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
Contributions received from participants2022-12-31$25,412,601
Participant contributions at end of year2022-12-31$3,869,442
Participant contributions at beginning of year2022-12-31$4,468,109
Assets. Other investments not covered elsewhere at end of year2022-12-31$17,313,032
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$19,003,139
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$750,149
Other income not declared elsewhere2022-12-31$1,273,031
Administrative expenses (other) incurred2022-12-31$104,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-180,511,899
Value of net assets at end of year (total assets less liabilities)2022-12-31$821,857,381
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,002,369,280
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
Investment advisory and management fees2022-12-31$39,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$670,254,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$845,780,136
Value of interest in pooled separate accounts at end of year2022-12-31$6,626,866
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,476,856
Interest on participant loans2022-12-31$273,416
Interest earned on other investments2022-12-31$5,233,070
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$348,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$123,559,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$126,211,536
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,491,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-191,330,727
Net investment gain/loss from pooled separate accounts2022-12-31$538,386
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$7,825,558
Employer contributions (assets) at end of year2022-12-31$234,238
Employer contributions (assets) at beginning of year2022-12-31$429,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$64,361,853
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 403(B) RETIREMENT SAVINGS 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$163,448,441
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$78,491,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$78,261,505
Expenses. Certain deemed distributions of participant loans2021-12-31$17,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$34,714,370
Value of total assets at end of year2021-12-31$1,002,369,280
Value of total assets at beginning of year2021-12-31$917,412,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$212,058
Total interest from all sources2021-12-31$4,903,365
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$53,593,541
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$53,593,541
Administrative expenses professional fees incurred2021-12-31$73,764
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$24,722,545
Participant contributions at end of year2021-12-31$4,468,109
Participant contributions at beginning of year2021-12-31$4,921,551
Assets. Other investments not covered elsewhere at end of year2021-12-31$19,003,139
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,535,263
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,980,281
Other income not declared elsewhere2021-12-31$1,202,510
Administrative expenses (other) incurred2021-12-31$108,960
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$84,957,030
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,002,369,280
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$917,412,250
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
Investment advisory and management fees2021-12-31$29,334
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$845,780,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$763,291,622
Value of interest in pooled separate accounts at end of year2021-12-31$6,476,856
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,588,960
Interest on participant loans2021-12-31$351,646
Interest earned on other investments2021-12-31$4,548,986
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$126,211,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$128,755,731
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,922,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$68,065,201
Net investment gain/loss from pooled separate accounts2021-12-31$969,454
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$8,011,544
Employer contributions (assets) at end of year2021-12-31$429,504
Employer contributions (assets) at beginning of year2021-12-31$319,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$76,339,262
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 403(B) RETIREMENT SAVINGS 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$149,729,455
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$83,601,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$83,205,189
Expenses. Certain deemed distributions of participant loans2020-12-31$22,858
Value of total corrective distributions2020-12-31$4,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$33,524,319
Value of total assets at end of year2020-12-31$917,412,250
Value of total assets at beginning of year2020-12-31$851,284,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$368,950
Total interest from all sources2020-12-31$5,619,110
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,428,092
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$25,428,092
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$23,779,750
Participant contributions at end of year2020-12-31$4,921,551
Participant contributions at beginning of year2020-12-31$5,695,821
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,535,263
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$11,289,840
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,613,285
Other income not declared elsewhere2020-12-31$726,172
Administrative expenses (other) incurred2020-12-31$368,950
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$66,128,208
Value of net assets at end of year (total assets less liabilities)2020-12-31$917,412,250
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$851,284,042
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$763,291,622
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$698,136,056
Value of interest in pooled separate accounts at end of year2020-12-31$5,588,960
Value of interest in pooled separate accounts at beginning of year2020-12-31$7,099,966
Interest on participant loans2020-12-31$341,867
Interest earned on other investments2020-12-31$5,208,435
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$68,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$128,755,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$128,547,020
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,384,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$84,487,669
Net investment gain/loss from pooled separate accounts2020-12-31$-55,907
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$8,131,284
Employer contributions (assets) at end of year2020-12-31$319,123
Employer contributions (assets) at beginning of year2020-12-31$515,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$81,820,678
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 403(B) RETIREMENT SAVINGS 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$179,987,515
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$59,644,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$59,204,774
Expenses. Certain deemed distributions of participant loans2019-12-31$888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$36,848,427
Value of total assets at end of year2019-12-31$851,284,042
Value of total assets at beginning of year2019-12-31$730,940,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$438,679
Total interest from all sources2019-12-31$6,087,762
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$25,497,596
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$25,497,596
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$26,350,647
Participant contributions at end of year2019-12-31$5,695,821
Participant contributions at beginning of year2019-12-31$5,771,680
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$754,372
Assets. Other investments not covered elsewhere at end of year2019-12-31$11,289,840
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$7,362,118
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,435,551
Other income not declared elsewhere2019-12-31$836,795
Administrative expenses (other) incurred2019-12-31$438,679
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$120,343,174
Value of net assets at end of year (total assets less liabilities)2019-12-31$851,284,042
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$730,940,868
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$698,136,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$579,841,701
Value of interest in pooled separate accounts at end of year2019-12-31$7,099,966
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,814,600
Interest on participant loans2019-12-31$393,530
Interest earned on other investments2019-12-31$5,291,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$402,940
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$128,547,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$129,658,141
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$1,560,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$110,343,204
Net investment gain/loss from pooled separate accounts2019-12-31$373,731
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$9,062,229
Employer contributions (assets) at end of year2019-12-31$515,339
Employer contributions (assets) at beginning of year2019-12-31$738,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$57,643,909
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 403(B) RETIREMENT SAVINGS 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$4,272,305
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$63,401,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$62,964,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,089,376
Value of total assets at end of year2018-12-31$730,940,868
Value of total assets at beginning of year2018-12-31$790,070,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$437,729
Total interest from all sources2018-12-31$5,974,561
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$32,517,632
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$32,517,632
Administrative expenses professional fees incurred2018-12-31$59,679
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$26,049,217
Participant contributions at end of year2018-12-31$5,771,680
Participant contributions at beginning of year2018-12-31$5,683,641
Participant contributions at end of year2018-12-31$754,372
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$7,362,118
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,844,233
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,032,855
Other income not declared elsewhere2018-12-31$753,907
Administrative expenses (other) incurred2018-12-31$568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-59,129,565
Value of net assets at end of year (total assets less liabilities)2018-12-31$730,940,868
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$790,070,433
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
Investment advisory and management fees2018-12-31$44,598
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$579,841,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$637,506,718
Value of interest in pooled separate accounts at end of year2018-12-31$6,814,600
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,218,178
Interest on participant loans2018-12-31$346,054
Interest earned on other investments2018-12-31$5,628,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$129,658,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$133,323,686
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$3,464,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-72,386,337
Net investment gain/loss from pooled separate accounts2018-12-31$323,166
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
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$9,007,304
Employer contributions (assets) at end of year2018-12-31$738,256
Employer contributions (assets) at beginning of year2018-12-31$493,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$59,499,561
Contract administrator fees2018-12-31$332,884
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 403(B) RETIREMENT SAVINGS 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$148,551,001
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$39,619,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$39,507,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$37,717,580
Value of total assets at end of year2017-12-31$790,070,433
Value of total assets at beginning of year2017-12-31$681,139,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$111,808
Total interest from all sources2017-12-31$5,948,034
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$27,353,202
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$27,353,202
Administrative expenses professional fees incurred2017-12-31$53,563
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
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$26,420,818
Participant contributions at end of year2017-12-31$5,683,641
Participant contributions at beginning of year2017-12-31$5,825,240
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,844,233
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$4,284,521
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,952,802
Other income not declared elsewhere2017-12-31$331,745
Administrative expenses (other) incurred2017-12-31$31,962
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$108,931,220
Value of net assets at end of year (total assets less liabilities)2017-12-31$790,070,433
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$681,139,213
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$26,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$637,506,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$526,920,029
Value of interest in pooled separate accounts at end of year2017-12-31$7,218,178
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,866,859
Interest on participant loans2017-12-31$329,710
Interest earned on other investments2017-12-31$5,618,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$133,323,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$136,780,224
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,975,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$76,892,926
Net investment gain/loss from pooled separate accounts2017-12-31$307,514
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$9,343,960
Employer contributions (assets) at end of year2017-12-31$493,977
Employer contributions (assets) at beginning of year2017-12-31$462,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,532,144
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 403(B) RETIREMENT SAVINGS 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$80,918,453
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$32,072,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$32,068,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$36,532,459
Value of total assets at end of year2016-12-31$681,139,213
Value of total assets at beginning of year2016-12-31$632,293,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,331
Total interest from all sources2016-12-31$6,498,315
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,909,762
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$15,909,762
Administrative expenses professional fees incurred2016-12-31$4,331
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$25,623,457
Participant contributions at end of year2016-12-31$5,825,240
Participant contributions at beginning of year2016-12-31$4,672,662
Assets. Other investments not covered elsewhere at end of year2016-12-31$4,284,521
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,800,328
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,857,891
Other income not declared elsewhere2016-12-31$50,485
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$48,845,979
Value of net assets at end of year (total assets less liabilities)2016-12-31$681,139,213
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$632,293,234
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$526,920,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$479,756,025
Value of interest in pooled separate accounts at end of year2016-12-31$6,866,859
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,271,968
Interest on participant loans2016-12-31$291,248
Interest earned on other investments2016-12-31$6,207,067
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$136,780,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$137,308,673
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,764,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$21,602,794
Net investment gain/loss from pooled separate accounts2016-12-31$324,638
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$9,051,111
Employer contributions (assets) at end of year2016-12-31$462,340
Employer contributions (assets) at beginning of year2016-12-31$483,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$30,303,513
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 403(B) RETIREMENT SAVINGS 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$44,356,148
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$32,174,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,140,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$35,795,813
Value of total assets at end of year2015-12-31$632,293,234
Value of total assets at beginning of year2015-12-31$620,111,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,072
Total interest from all sources2015-12-31$6,123,501
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$18,766,966
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$18,766,966
Administrative expenses professional fees incurred2015-12-31$34,072
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$25,476,779
Participant contributions at end of year2015-12-31$4,672,662
Participant contributions at beginning of year2015-12-31$4,244,973
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,800,328
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,966,932
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,219,240
Other income not declared elsewhere2015-12-31$150,263
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$12,182,050
Value of net assets at end of year (total assets less liabilities)2015-12-31$632,293,234
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$620,111,184
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$479,756,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$467,907,192
Value of interest in pooled separate accounts at end of year2015-12-31$6,271,968
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,492,990
Interest on participant loans2015-12-31$261,065
Interest earned on other investments2015-12-31$5,862,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$137,308,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$139,111,466
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,569,992
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-16,943,443
Net investment gain/loss from pooled separate accounts2015-12-31$463,048
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$9,099,794
Employer contributions (assets) at end of year2015-12-31$483,578
Employer contributions (assets) at beginning of year2015-12-31$387,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$29,570,034
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 403(B) RETIREMENT SAVINGS 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$68,885,648
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$28,074,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$27,981,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$33,942,412
Value of total assets at end of year2014-12-31$620,111,184
Value of total assets at beginning of year2014-12-31$579,299,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$93,272
Total interest from all sources2014-12-31$6,311,274
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$24,888,877
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$24,888,877
Administrative expenses professional fees incurred2014-12-31$34,413
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$23,282,737
Participant contributions at end of year2014-12-31$4,244,973
Participant contributions at beginning of year2014-12-31$3,805,173
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,966,932
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$1,009,400
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,246,302
Other income not declared elsewhere2014-12-31$193,570
Administrative expenses (other) incurred2014-12-31$25,199
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$40,811,279
Value of net assets at end of year (total assets less liabilities)2014-12-31$620,111,184
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$579,299,905
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$467,907,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$428,388,818
Value of interest in pooled separate accounts at end of year2014-12-31$5,492,990
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,823,692
Interest on participant loans2014-12-31$219,359
Interest earned on other investments2014-12-31$6,091,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$139,111,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$140,947,975
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,011,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,962,899
Net investment gain/loss from pooled separate accounts2014-12-31$586,616
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$8,413,373
Employer contributions (assets) at end of year2014-12-31$387,631
Employer contributions (assets) at beginning of year2014-12-31$324,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$25,969,205
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 403(B) RETIREMENT SAVINGS 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$111,550,995
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$28,886,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$28,836,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$31,562,747
Value of total assets at end of year2013-12-31$579,299,905
Value of total assets at beginning of year2013-12-31$496,635,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$50,337
Total interest from all sources2013-12-31$6,126,479
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$13,005,434
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$13,005,434
Administrative expenses professional fees incurred2013-12-31$23,128
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$21,638,382
Participant contributions at end of year2013-12-31$3,805,173
Participant contributions at beginning of year2013-12-31$4,064,383
Assets. Other investments not covered elsewhere at end of year2013-12-31$1,009,400
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,117,194
Other income not declared elsewhere2013-12-31$207,804
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$82,664,584
Value of net assets at end of year (total assets less liabilities)2013-12-31$579,299,905
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$496,635,321
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$27,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$428,388,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$332,800,061
Value of interest in pooled separate accounts at end of year2013-12-31$4,823,692
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,009,216
Interest on participant loans2013-12-31$220,040
Interest earned on other investments2013-12-31$5,906,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$12,876,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$12,876,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$140,947,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$142,603,480
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,613,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$60,243,716
Net investment gain/loss from pooled separate accounts2013-12-31$404,815
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$7,807,171
Employer contributions (assets) at end of year2013-12-31$324,847
Employer contributions (assets) at beginning of year2013-12-31$281,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$26,222,412
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 403(B) RETIREMENT SAVINGS 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$75,540,105
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$27,700,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$27,636,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$28,309,675
Value of total assets at end of year2012-12-31$496,635,321
Value of total assets at beginning of year2012-12-31$448,796,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$64,327
Total interest from all sources2012-12-31$5,977,559
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,547,382
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$4,547,382
Administrative expenses professional fees incurred2012-12-31$21,900
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$19,795,441
Participant contributions at end of year2012-12-31$4,064,383
Participant contributions at beginning of year2012-12-31$3,315,078
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,295,650
Other income not declared elsewhere2012-12-31$71,401
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$47,839,319
Value of net assets at end of year (total assets less liabilities)2012-12-31$496,635,321
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$448,796,002
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$42,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$332,800,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$284,737,507
Value of interest in pooled separate accounts at end of year2012-12-31$4,009,216
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,565,564
Interest on participant loans2012-12-31$198,142
Interest earned on other investments2012-12-31$5,779,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$12,876,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$11,566,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$11,566,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$142,603,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$145,129,835
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,330,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$36,257,722
Net investment gain/loss from pooled separate accounts2012-12-31$376,366
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$7,218,584
Employer contributions (assets) at end of year2012-12-31$281,591
Employer contributions (assets) at beginning of year2012-12-31$481,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$26,305,870
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 403(B) RETIREMENT SAVINGS 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$25,260,089
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$25,183,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$25,127,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$26,237,610
Value of total assets at end of year2011-12-31$448,796,002
Value of total assets at beginning of year2011-12-31$448,719,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$55,340
Total interest from all sources2011-12-31$6,168,491
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,244,490
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$4,244,490
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$18,148,944
Participant contributions at end of year2011-12-31$3,315,078
Participant contributions at beginning of year2011-12-31$2,797,872
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,109,827
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$76,915
Value of net assets at end of year (total assets less liabilities)2011-12-31$448,796,002
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$448,719,087
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
Investment advisory and management fees2011-12-31$55,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$284,737,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$287,303,044
Value of interest in pooled separate accounts at end of year2011-12-31$3,565,564
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,992,794
Interest on participant loans2011-12-31$196,241
Interest earned on other investments2011-12-31$5,972,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$11,566,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,645,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,645,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$145,129,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$145,836,260
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$2,768,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-11,793,211
Net investment gain/loss from pooled separate accounts2011-12-31$402,709
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$6,978,839
Employer contributions (assets) at end of year2011-12-31$481,338
Employer contributions (assets) at beginning of year2011-12-31$143,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$22,359,398
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 403(B) RETIREMENT SAVINGS 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$62,948,202
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$21,471,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,400,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$23,058,459
Value of total assets at end of year2010-12-31$448,719,087
Value of total assets at beginning of year2010-12-31$407,241,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$70,369
Total interest from all sources2010-12-31$5,647,026
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,024,310
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$3,024,310
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
Contributions received from participants2010-12-31$16,395,601
Participant contributions at end of year2010-12-31$2,797,872
Participant contributions at beginning of year2010-12-31$2,355,406
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$392,774
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$41,477,102
Value of net assets at end of year (total assets less liabilities)2010-12-31$448,719,087
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$407,241,985
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
Investment advisory and management fees2010-12-31$70,369
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$287,303,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$246,901,473
Value of interest in pooled separate accounts at end of year2010-12-31$2,992,794
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,987,933
Interest on participant loans2010-12-31$178,944
Interest earned on other investments2010-12-31$5,466,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,645,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,719,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,719,167
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$145,836,260
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$146,878,006
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,690,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$30,880,612
Net investment gain/loss from pooled separate accounts2010-12-31$337,795
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$6,270,084
Employer contributions (assets) at end of year2010-12-31$143,721
Employer contributions (assets) at beginning of year2010-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$19,710,208
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 403(B) RETIREMENT SAVINGS 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 403(B) RETIREMENT SAVINGS PLAN

2023: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EDUCATIONAL TESTING SERVICE 403(B) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered2559
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered146
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered158
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered2644
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered2719
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered157
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered158
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered2791
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered2896
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered164
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered3033
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered175
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered3170
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered190
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered214
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered3466
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered233
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered3608
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered243
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered3739
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered3861
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered252
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered3971
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered278
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $999
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number01007
Policy instance 1
Insurance contract or identification number01007
Number of Individuals Covered284
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,006
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
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 number101165
Policy instance 2
Insurance contract or identification number101165
Number of Individuals Covered4095
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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