AMER. INST. OFR RESEARCH IN THE BEHAVIORAL SCIENCE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF SEDC
| Measure | Date | Value |
|---|
| 2023 : TIAA-CREF RETIREMENT PLAN FOR ALL EMPLOYEES OF SEDC 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $2,307,731 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $2,307,731 |
| Total income from all sources (including contributions) | 2023-12-31 | $3,141,291 |
| Total of all expenses incurred | 2023-12-31 | $1,339,164 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,339,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $14,077 |
| Value of total assets at end of year | 2023-12-31 | $24,506,160 |
| Value of total assets at beginning of year | 2023-12-31 | $22,704,033 |
| Total interest from all sources | 2023-12-31 | $136,888 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $14,077 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,802,127 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $24,506,160 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $22,704,033 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $14,596,150 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $12,476,634 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $1,006,413 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $1,323,503 |
| Interest earned on other investments | 2023-12-31 | $136,888 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $155,622 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $191,046 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $191,046 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $8,747,975 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $8,712,850 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $682,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,339,164 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | RUBINO AND COMPANY, CHARTERED |
| Accountancy firm EIN | 2023-12-31 | 521186096 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $2,307,731 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $2,307,731 |
| Total income from all sources (including contributions) | 2023-01-01 | $3,141,291 |
| Total of all expenses incurred | 2023-01-01 | $1,339,164 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,339,164 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $14,077 |
| Value of total assets at end of year | 2023-01-01 | $24,506,160 |
| Value of total assets at beginning of year | 2023-01-01 | $22,704,033 |
| Total interest from all sources | 2023-01-01 | $136,888 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $14,077 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,802,127 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $24,506,160 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $22,704,033 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $14,596,150 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $12,476,634 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $1,006,413 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $1,323,503 |
| Interest earned on other investments | 2023-01-01 | $136,888 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $155,622 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $8,747,975 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $8,712,850 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $682,595 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,339,164 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-01-01 | No |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | RUBINO AND COMPANY, CHARTERED |
| Accountancy firm EIN | 2023-01-01 | 521186096 |
