RESEARCH FOR ACTION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RESEARCH FOR ACTION 403(B) TDA PLAN
| Measure | Date | Value |
|---|
| 2023: RESEARCH FOR ACTION 403(B) TDA PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 31 |
| Total of all active and inactive participants | 2023-01-01 | 65 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 65 |
| Number of participants with account balances | 2023-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: RESEARCH FOR ACTION 403(B) TDA PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 32 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 41 |
| Total of all active and inactive participants | 2022-01-01 | 73 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 73 |
| Number of participants with account balances | 2022-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: RESEARCH FOR ACTION 403(B) TDA PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 31 |
| Total of all active and inactive participants | 2021-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 66 |
| Number of participants with account balances | 2021-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: RESEARCH FOR ACTION 403(B) TDA PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 31 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 30 |
| Total of all active and inactive participants | 2020-01-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 61 |
| Number of participants with account balances | 2020-01-01 | 61 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: RESEARCH FOR ACTION 403(B) TDA PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 75 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 32 |
| Total of all active and inactive participants | 2019-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 67 |
| Number of participants with account balances | 2019-01-01 | 65 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2017: RESEARCH FOR ACTION 403(B) TDA PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 37 |
| Total of all active and inactive participants | 2017-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 72 |
| Number of participants with account balances | 2017-01-01 | 70 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2009: RESEARCH FOR ACTION 403(B) TDA PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7 |
| Total of all active and inactive participants | 2009-01-01 | 7 |
| Total participants | 2009-01-01 | 7 |
| Measure | Date | Value |
|---|
| 2024 : RESEARCH FOR ACTION 403(B) TDA PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $3,469 |
| Total plan liabilities at beginning of year | 2024-01-01 | $3,524 |
| Total income from all sources | 2024-01-01 | $872,308 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $387,402 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $373,654 |
| Total plan assets at end of year | 2024-01-01 | $4,303,345 |
| Total plan assets at beginning of year | 2024-01-01 | $3,818,494 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $251,365 |
| Other income received | 2024-01-01 | $490,294 |
| Net income (gross income less expenses) | 2024-01-01 | $484,906 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $4,299,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $3,814,970 |
| Assets. Value of participant loans | 2024-01-01 | $1,311 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $130,649 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $13,748 |
| 2023 : RESEARCH FOR ACTION 403(B) TDA PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $3,524 |
| Total plan liabilities at beginning of year | 2023-12-31 | $2,647 |
| Total income from all sources | 2023-12-31 | $893,744 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $195,560 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $181,436 |
| Total plan assets at end of year | 2023-12-31 | $3,818,494 |
| Total plan assets at beginning of year | 2023-12-31 | $3,119,433 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $243,663 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $2,954 |
| Other income received | 2023-12-31 | $520,963 |
| Net income (gross income less expenses) | 2023-12-31 | $698,184 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,814,970 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,116,786 |
| Assets. Value of participant loans | 2023-12-31 | $2,006 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $126,164 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $14,124 |
| 2022 : RESEARCH FOR ACTION 403(B) TDA PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $2,647 |
| Total plan liabilities at beginning of year | 2022-12-31 | $2,829 |
| Total income from all sources | 2022-12-31 | $-149,630 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $108,089 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $96,145 |
| Total plan assets at end of year | 2022-12-31 | $3,119,433 |
| Total plan assets at beginning of year | 2022-12-31 | $3,377,334 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $283,012 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $16,331 |
| Other income received | 2022-12-31 | $-576,640 |
| Net income (gross income less expenses) | 2022-12-31 | $-257,719 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,116,786 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,374,505 |
| Assets. Value of participant loans | 2022-12-31 | $2,663 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $127,667 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,944 |
| 2021 : RESEARCH FOR ACTION 403(B) TDA PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $2,829 |
| Total plan liabilities at beginning of year | 2021-12-31 | $2,245 |
| Total income from all sources | 2021-12-31 | $754,793 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $55,910 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $43,400 |
| Total plan assets at end of year | 2021-12-31 | $3,377,334 |
| Total plan assets at beginning of year | 2021-12-31 | $2,677,867 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $240,764 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $26,308 |
| Other income received | 2021-12-31 | $373,893 |
| Net income (gross income less expenses) | 2021-12-31 | $698,883 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,374,505 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,675,622 |
| Assets. Value of participant loans | 2021-12-31 | $3,285 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $113,828 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $12,510 |
| 2020 : RESEARCH FOR ACTION 403(B) TDA PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $2,245 |
| Total plan liabilities at beginning of year | 2020-12-31 | $1,545 |
| Total income from all sources | 2020-12-31 | $726,494 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $202,443 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $192,032 |
| Total plan assets at end of year | 2020-12-31 | $2,677,867 |
| Total plan assets at beginning of year | 2020-12-31 | $2,153,116 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $204,129 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $35,480 |
| Other income received | 2020-12-31 | $369,075 |
| Net income (gross income less expenses) | 2020-12-31 | $524,051 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,675,622 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,151,571 |
| Assets. Value of participant loans | 2020-12-31 | $3,874 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $117,810 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,411 |
| 2019 : RESEARCH FOR ACTION 403(B) TDA PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $1,545 |
| Total income from all sources | 2019-12-31 | $658,127 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $255,429 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $247,561 |
| Total plan assets at end of year | 2019-12-31 | $2,153,116 |
| Total plan assets at beginning of year | 2019-12-31 | $1,748,873 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $181,578 |
| Other income received | 2019-12-31 | $373,590 |
| Net income (gross income less expenses) | 2019-12-31 | $402,698 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,151,571 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,748,873 |
| Assets. Value of participant loans | 2019-12-31 | $4,432 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $102,959 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,868 |
| 2018 : RESEARCH FOR ACTION 403(B) TDA PLAN 2018 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2018-12-31 | $1,205 |
| Total income from all sources | 2018-12-31 | $164,681 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $453,490 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $441,851 |
| Total plan assets at end of year | 2018-12-31 | $1,748,873 |
| Total plan assets at beginning of year | 2018-12-31 | $2,038,887 |
| Value of fidelity bond covering the plan | 2018-12-31 | $175,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $170,380 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $20,901 |
| Other income received | 2018-12-31 | $-98,190 |
| Net income (gross income less expenses) | 2018-12-31 | $-288,809 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,748,873 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,037,682 |
| Assets. Value of participant loans | 2018-12-31 | $4,959 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $71,590 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $11,639 |
| 2017 : RESEARCH FOR ACTION 403(B) TDA PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $1,205 |
| Total income from all sources | 2017-12-31 | $529,935 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $34,447 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $27,082 |
| Total plan assets at end of year | 2017-12-31 | $2,038,887 |
| Total plan assets at beginning of year | 2017-12-31 | $1,542,194 |
| Value of fidelity bond covering the plan | 2017-12-31 | $204,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $189,077 |
| Other income received | 2017-12-31 | $281,615 |
| Net income (gross income less expenses) | 2017-12-31 | $495,488 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,037,682 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,542,194 |
| Assets. Value of participant loans | 2017-12-31 | $5,459 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $59,243 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $7,365 |
| 2010 : RESEARCH FOR ACTION 403(B) TDA PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $84,174 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $2,621 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $2,621 |
| Total plan assets at end of year | 2010-12-31 | $472,477 |
| Total plan assets at beginning of year | 2010-12-31 | $390,924 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $43,864 |
| Other income received | 2010-12-31 | $40,310 |
| Net income (gross income less expenses) | 2010-12-31 | $81,553 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $472,477 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $390,924 |
| 2023: RESEARCH FOR ACTION 403(B) TDA PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: RESEARCH FOR ACTION 403(B) TDA PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: RESEARCH FOR ACTION 403(B) TDA PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: RESEARCH FOR ACTION 403(B) TDA PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: RESEARCH FOR ACTION 403(B) TDA PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: RESEARCH FOR ACTION 403(B) TDA PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: RESEARCH FOR ACTION 403(B) TDA PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386781 |
| Policy instance | 3 |
| Insurance contract or identification number | 386781 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | 386780 |
| Policy instance | 2 |
| Insurance contract or identification number | 386780 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 07C65L5C |
| Policy instance | 1 |
| Insurance contract or identification number | 07C65L5C | | Number of Individuals Covered | 6 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | 386781 |
| Policy instance | 3 |
| Insurance contract or identification number | 386781 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | 386780 |
| Policy instance | 2 |
| Insurance contract or identification number | 386780 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 07C65L5C |
| Policy instance | 1 |
| Insurance contract or identification number | 07C65L5C | | Number of Individuals Covered | 6 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | 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? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 number | 386781 |
| Policy instance | 3 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386780 |
| Policy instance | 2 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 07C65L5C |
| Policy instance | 1 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386781 |
| Policy instance | 3 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386780 |
| Policy instance | 2 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 07C65L5C |
| Policy instance | 1 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386781 |
| Policy instance | 3 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386780 |
| Policy instance | 2 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 07C65L5C |
| Policy instance | 1 |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 07C65L5C |
| Policy instance | 1 |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 386780 |
| Policy instance | 1 |
