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PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 401k Plan overview

Plan NamePINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)
Plan identification number 004

PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE PINGRY CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:THE PINGRY CORPORATION
Employer identification number (EIN):221493168
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042023-01-01
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01OLAF J. WECKESSER OLAF J. WECKESSER2018-10-09
0042016-01-01OLAF J. WECKESSER OLAF J. WECKESSER2017-10-13

Plan Statistics for PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)

401k plan membership statisitcs for PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)

Measure Date Value
2023: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2023 401k membership
Total participants, beginning-of-year2023-01-01487
Total number of active participants reported on line 7a of the Form 55002023-01-01327
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01199
Total of all active and inactive participants2023-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01527
Number of participants with account balances2023-01-01526
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0113
2022: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2022 401k membership
Total participants, beginning-of-year2022-01-01455
Total number of active participants reported on line 7a of the Form 55002022-01-01315
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01171
Total of all active and inactive participants2022-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01489
Number of participants with account balances2022-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2021 401k membership
Total participants, beginning-of-year2021-01-01416
Total number of active participants reported on line 7a of the Form 55002021-01-01323
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01132
Total of all active and inactive participants2021-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01457
Number of participants with account balances2021-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2020 401k membership
Total participants, beginning-of-year2020-01-01363
Total number of active participants reported on line 7a of the Form 55002020-01-01308
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01417
Number of participants with account balances2020-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2019 401k membership
Total participants, beginning-of-year2019-01-01323
Total number of active participants reported on line 7a of the Form 55002019-01-01278
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0185
Total of all active and inactive participants2019-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01363
Number of participants with account balances2019-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2018 401k membership
Total participants, beginning-of-year2018-01-01297
Total number of active participants reported on line 7a of the Form 55002018-01-01263
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0160
Total of all active and inactive participants2018-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01323
Number of participants with account balances2018-01-01321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2017 401k membership
Total participants, beginning-of-year2017-01-01272
Total number of active participants reported on line 7a of the Form 55002017-01-01264
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01297
Number of participants with account balances2017-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2016 401k membership
Total participants, beginning-of-year2016-01-01250
Total number of active participants reported on line 7a of the Form 55002016-01-01252
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0121
Total of all active and inactive participants2016-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01273
Number of participants with account balances2016-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012

Financial Data on PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)

Measure Date Value
2023 : PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
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$11,037,890
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,099,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,081,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,247,978
Value of total assets at end of year2023-12-31$44,092,809
Value of total assets at beginning of year2023-12-31$35,154,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$18,561
Total interest from all sources2023-12-31$215,492
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$764,315
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$764,315
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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$2,902,417
Participant contributions at end of year2023-12-31$41,576
Participant contributions at beginning of year2023-12-31$30,819
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$64,109
Other income not declared elsewhere2023-12-31$36,878
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$8,937,917
Value of net assets at end of year (total assets less liabilities)2023-12-31$44,092,809
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$35,154,892
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$37,612,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$28,985,904
Value of interest in pooled separate accounts at end of year2023-12-31$1,581,128
Value of interest in pooled separate accounts at beginning of year2023-12-31$1,608,382
Interest on participant loans2023-12-31$2,699
Interest earned on other investments2023-12-31$212,793
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$4,857,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$4,529,787
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$147,335
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,012,567
Net investment gain/loss from pooled separate accounts2023-12-31$-239,340
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$2,281,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,934,077
Contract administrator fees2023-12-31$3,132
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2023-12-31410746749
2022 : PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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$0
Total income from all sources (including contributions)2022-12-31$-663,621
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,310,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,301,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,853,038
Value of total assets at end of year2022-12-31$35,154,892
Value of total assets at beginning of year2022-12-31$37,128,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$8,575
Total interest from all sources2022-12-31$166,573
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$647,070
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$647,070
Administrative expenses professional fees incurred2022-12-31$8,300
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$2,627,029
Participant contributions at end of year2022-12-31$30,819
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$81,723
Other income not declared elsewhere2022-12-31$8,340
Administrative expenses (other) incurred2022-12-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,973,666
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,154,892
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,128,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,985,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,725,335
Value of interest in pooled separate accounts at end of year2022-12-31$1,608,382
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,379,847
Interest on participant loans2022-12-31$887
Interest earned on other investments2022-12-31$165,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,529,787
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,023,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,452,745
Net investment gain/loss from pooled separate accounts2022-12-31$114,103
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$2,144,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,301,470
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 name2022-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2022-12-31410746749
2021 : PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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$8,865,477
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,277,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,277,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,453,408
Value of total assets at end of year2021-12-31$37,128,558
Value of total assets at beginning of year2021-12-31$29,540,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$595
Total interest from all sources2021-12-31$123,730
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,050,665
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$1,050,665
Administrative expenses professional fees incurred2021-12-31$595
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,380,888
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,401
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$7,587,676
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,128,558
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,540,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,725,335
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,909,450
Value of interest in pooled separate accounts at end of year2021-12-31$1,379,847
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,075,996
Interest earned on other investments2021-12-31$123,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,023,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,555,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,032,020
Net investment gain/loss from pooled separate accounts2021-12-31$205,654
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$2,059,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,277,206
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 name2021-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2021-12-31410746749
2020 : PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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$8,403,268
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$985,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$979,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,488,674
Value of total assets at end of year2020-12-31$29,540,882
Value of total assets at beginning of year2020-12-31$22,123,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,534
Total interest from all sources2020-12-31$126,341
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$455,138
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$455,138
Administrative expenses professional fees incurred2020-12-31$5,880
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$2,342,673
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$141,009
Administrative expenses (other) incurred2020-12-31$654
Liabilities. Value of operating payables at end of year2020-12-31$0
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$7,417,428
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,540,882
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,123,454
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$24,909,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$17,969,765
Value of interest in pooled separate accounts at end of year2020-12-31$1,075,996
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,015,849
Interest earned on other investments2020-12-31$126,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,555,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,137,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,341,784
Net investment gain/loss from pooled separate accounts2020-12-31$-8,669
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$2,004,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$979,306
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLENLLP
Accountancy firm EIN2020-12-31410746749
2019 : PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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$8,254,931
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,259,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,252,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,964,326
Value of total assets at end of year2019-12-31$22,123,454
Value of total assets at beginning of year2019-12-31$15,128,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,804
Total interest from all sources2019-12-31$102,619
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$334,997
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$334,997
Administrative expenses professional fees incurred2019-12-31$6,550
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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$2,210,822
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$884,667
Other income not declared elsewhere2019-12-31$12,605
Administrative expenses (other) incurred2019-12-31$254
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$6,995,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,123,454
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,128,109
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$17,969,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,984,516
Value of interest in pooled separate accounts at end of year2019-12-31$1,015,849
Value of interest in pooled separate accounts at beginning of year2019-12-31$672,709
Interest earned on other investments2019-12-31$102,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,137,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,470,884
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$229,979
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,796,726
Net investment gain/loss from pooled separate accounts2019-12-31$43,658
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$1,868,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,022,803
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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$3,209,380
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$423,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$413,116
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,036,957
Value of total assets at end of year2018-12-31$15,128,109
Value of total assets at beginning of year2018-12-31$12,341,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$9,947
Total interest from all sources2018-12-31$81,149
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$322,369
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$322,369
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$2,063,052
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$254,191
Other income not declared elsewhere2018-12-31$9,316
Administrative expenses (other) incurred2018-12-31$441
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$2,786,317
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,128,109
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,341,792
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$9,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,984,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,988,566
Value of interest in pooled separate accounts at end of year2018-12-31$672,709
Value of interest in pooled separate accounts at beginning of year2018-12-31$492,719
Interest earned on other investments2018-12-31$81,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,470,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,860,507
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$67,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,267,375
Net investment gain/loss from pooled separate accounts2018-12-31$26,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,719,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$345,857
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 name2018-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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$5,298,053
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$180,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$180,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,887,628
Value of total assets at end of year2017-12-31$12,341,792
Value of total assets at beginning of year2017-12-31$7,224,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$55,554
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$194,135
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$194,135
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$2,041,855
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$113,094
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$5,117,663
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,341,792
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,224,129
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,988,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,789,359
Value of interest in pooled separate accounts at end of year2017-12-31$492,719
Value of interest in pooled separate accounts at beginning of year2017-12-31$329,957
Interest earned on other investments2017-12-31$55,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,860,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,104,813
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$13,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,142,871
Net investment gain/loss from pooled separate accounts2017-12-31$17,865
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$1,732,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$166,947
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 name2017-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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$5,506,242
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$67,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$67,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,168,823
Value of total assets at end of year2016-12-31$7,224,129
Value of total assets at beginning of year2016-12-31$1,785,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$25,524
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$83,314
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$83,314
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$2,010,479
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,522,862
Other income not declared elsewhere2016-12-31$5,535
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$5,438,748
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,224,129
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,785,381
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$5,789,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,416,176
Value of interest in pooled separate accounts at end of year2016-12-31$329,957
Value of interest in pooled separate accounts at beginning of year2016-12-31$78,345
Interest earned on other investments2016-12-31$25,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,104,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$290,860
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$9,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$213,768
Net investment gain/loss from pooled separate accounts2016-12-31$9,278
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$1,635,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$57,837
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749

Form 5500 Responses for PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015)

2023: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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
2023-01-01Plan benefit arrangement - TrustYes
2022: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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
2022-01-01Plan benefit arrangement - TrustYes
2021: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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
2021-01-01Plan benefit arrangement - TrustYes
2020: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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
2020-01-01Plan benefit arrangement - TrustYes
2019: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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
2019-01-01Plan benefit arrangement - TrustYes
2018: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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
2018-01-01Plan benefit arrangement - TrustYes
2017: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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
2017-01-01Plan benefit arrangement - TrustYes
2016: PINGRY CORPORATION 401(K) DEFINED CONTRIBUTION PLAN (2015) 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
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406804
Policy instance 1
Insurance contract or identification number406804
Number of Individuals Covered195
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406804
Policy instance 1
Insurance contract or identification number406804
Number of Individuals Covered181
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406804
Policy instance 1
Insurance contract or identification number406804
Number of Individuals Covered178
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406804
Policy instance 1
Insurance contract or identification number406804
Number of Individuals Covered185
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 number406804
Policy instance 1
Insurance contract or identification number406804
Number of Individuals Covered188
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406804
Policy instance 1
Insurance contract or identification number406804
Number of Individuals Covered185
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406804
Policy instance 1
Insurance contract or identification number406804
Number of Individuals Covered184
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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