THE WINSTON SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL
401k plan membership statisitcs for TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL
| Measure | Date | Value |
|---|
| 2018: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 29 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 31 |
| Total of all active and inactive participants | 2018-01-01 | 60 |
| Total participants | 2018-01-01 | 60 |
| Number of participants with account balances | 2018-01-01 | 58 |
| 2017: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 25 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 31 |
| Total of all active and inactive participants | 2017-01-01 | 56 |
| Total participants | 2017-01-01 | 56 |
| Number of participants with account balances | 2017-01-01 | 56 |
| 2016: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 32 |
| Total of all active and inactive participants | 2016-01-01 | 53 |
| Total participants | 2016-01-01 | 53 |
| Number of participants with account balances | 2016-01-01 | 53 |
| 2015: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 32 |
| Total of all active and inactive participants | 2015-01-01 | 51 |
| Total participants | 2015-01-01 | 51 |
| Number of participants with account balances | 2015-01-01 | 51 |
| 2014: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 32 |
| Total of all active and inactive participants | 2014-01-01 | 53 |
| Total participants | 2014-01-01 | 53 |
| Number of participants with account balances | 2014-01-01 | 53 |
| 2013: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 32 |
| Total of all active and inactive participants | 2013-01-01 | 53 |
| Total participants | 2013-01-01 | 53 |
| Number of participants with account balances | 2013-01-01 | 53 |
| 2012: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 31 |
| Total of all active and inactive participants | 2012-01-01 | 48 |
| Total participants | 2012-01-01 | 48 |
| Number of participants with account balances | 2012-01-01 | 48 |
| 2011: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 44 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 49 |
| Total participants | 2011-01-01 | 49 |
| Number of participants with account balances | 2011-01-01 | 48 |
| 2009: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 19 |
| Total of all active and inactive participants | 2009-01-01 | 19 |
| Total participants | 2009-01-01 | 19 |
| Number of participants with account balances | 2009-01-01 | 20 |
| Measure | Date | Value |
|---|
| 2018 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $220,366 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $215,422 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $215,422 |
| Total plan assets at end of year | 2018-12-31 | $4,657,799 |
| Total plan assets at beginning of year | 2018-12-31 | $4,652,855 |
| Total contributions received or receivable from participants | 2018-12-31 | $195,234 |
| Other income received | 2018-12-31 | $-124,610 |
| Net income (gross income less expenses) | 2018-12-31 | $4,944 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,657,799 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,652,855 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $149,742 |
| 2017 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $773,837 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $191,493 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $191,493 |
| Total plan assets at end of year | 2017-12-31 | $4,652,855 |
| Total plan assets at beginning of year | 2017-12-31 | $4,070,511 |
| Total contributions received or receivable from participants | 2017-12-31 | $155,858 |
| Other income received | 2017-12-31 | $488,093 |
| Net income (gross income less expenses) | 2017-12-31 | $582,344 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,652,855 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,070,511 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $129,886 |
| 2016 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $449,621 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $149,006 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $149,006 |
| Total plan assets at end of year | 2016-12-31 | $4,070,511 |
| Total plan assets at beginning of year | 2016-12-31 | $3,769,896 |
| Total contributions received or receivable from participants | 2016-12-31 | $128,657 |
| Other income received | 2016-12-31 | $213,515 |
| Net income (gross income less expenses) | 2016-12-31 | $300,615 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,070,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,769,896 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $107,449 |
| 2015 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $294,960 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $115,400 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $115,400 |
| Total plan assets at end of year | 2015-12-31 | $3,769,896 |
| Total plan assets at beginning of year | 2015-12-31 | $3,590,336 |
| Total contributions received or receivable from participants | 2015-12-31 | $118,146 |
| Other income received | 2015-12-31 | $79,798 |
| Net income (gross income less expenses) | 2015-12-31 | $179,560 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,769,896 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,590,336 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $97,016 |
| 2014 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $408,426 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $414,903 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $414,903 |
| Total plan assets at end of year | 2014-12-31 | $3,590,336 |
| Total plan assets at beginning of year | 2014-12-31 | $3,596,813 |
| Total contributions received or receivable from participants | 2014-12-31 | $122,241 |
| Other income received | 2014-12-31 | $188,683 |
| Net income (gross income less expenses) | 2014-12-31 | $-6,477 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,590,336 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,596,813 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $97,502 |
| 2013 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $703,941 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $333,138 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $333,138 |
| Total plan assets at end of year | 2013-12-31 | $3,596,813 |
| Total plan assets at beginning of year | 2013-12-31 | $3,226,010 |
| Total contributions received or receivable from participants | 2013-12-31 | $109,481 |
| Other income received | 2013-12-31 | $505,402 |
| Net income (gross income less expenses) | 2013-12-31 | $370,803 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,596,813 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,226,010 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $89,058 |
| 2012 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $447,967 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $124,075 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $124,075 |
| Total plan assets at end of year | 2012-12-31 | $3,226,010 |
| Total plan assets at beginning of year | 2012-12-31 | $2,902,118 |
| Total contributions received or receivable from participants | 2012-12-31 | $77,256 |
| Other income received | 2012-12-31 | $297,855 |
| Net income (gross income less expenses) | 2012-12-31 | $323,892 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,226,010 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,902,118 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $72,856 |
| 2011 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $150,752 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $60,297 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $60,297 |
| Total plan assets at end of year | 2011-12-31 | $2,902,118 |
| Total plan assets at beginning of year | 2011-12-31 | $2,811,663 |
| Total contributions received or receivable from participants | 2011-12-31 | $75,160 |
| Other income received | 2011-12-31 | $1,332 |
| Net income (gross income less expenses) | 2011-12-31 | $90,455 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,902,118 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,811,663 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $74,260 |
| 2010 : TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $415,338 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $203,365 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $203,365 |
| Total plan assets at end of year | 2010-12-31 | $2,811,663 |
| Total plan assets at beginning of year | 2010-12-31 | $2,599,690 |
| Total contributions received or receivable from participants | 2010-12-31 | $96,477 |
| Other income received | 2010-12-31 | $234,587 |
| Net income (gross income less expenses) | 2010-12-31 | $211,973 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,811,663 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,599,690 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $84,274 |
| 2018: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TIAA/CREF RETIREMENT PLAN FOR THE FACULTY AND ADMINISTRATORS OF WINSTON SCHOOL 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386363 |
| Policy instance | 1 |
| Insurance contract or identification number | 386363 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386363 |
| Policy instance | 1 |
| Insurance contract or identification number | 386363 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386363 |
| Policy instance | 1 |
| Insurance contract or identification number | 386363 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386363 |
| Policy instance | 1 |
| Insurance contract or identification number | 386363 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386363 |
| Policy instance | 1 |
| Insurance contract or identification number | 386363 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386363 |
| Policy instance | 1 |
| Insurance contract or identification number | 386363 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386363 |
| Policy instance | 1 |
| Insurance contract or identification number | 386363 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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