TRINITY EPISCOPAL SCHOOL FOR MINISTRY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2021: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
| 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 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 0 |
| Number of participants with account balances | 2021-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 106 |
| 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 | 75 |
| Total of all active and inactive participants | 2020-01-01 | 106 |
| Total participants | 2020-01-01 | 106 |
| Number of participants with account balances | 2020-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 73 |
| Total of all active and inactive participants | 2019-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 106 |
| Number of participants with account balances | 2019-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 72 |
| Total of all active and inactive participants | 2018-01-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 107 |
| Number of participants with account balances | 2018-01-01 | 107 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 37 |
| 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 | 71 |
| Total of all active and inactive participants | 2017-01-01 | 108 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 108 |
| Number of participants with account balances | 2017-01-01 | 107 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 34 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 67 |
| Total of all active and inactive participants | 2016-01-01 | 101 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 101 |
| Number of participants with account balances | 2016-01-01 | 101 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 68 |
| Total of all active and inactive participants | 2015-01-01 | 104 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 104 |
| Number of participants with account balances | 2015-01-01 | 101 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-08-31 | $-7,308,831 |
| Total income from all sources | 2021-08-31 | $773,798 |
| Expenses. Total of all expenses incurred | 2021-08-31 | $128,795 |
| Benefits paid (including direct rollovers) | 2021-08-31 | $128,795 |
| Total plan assets at end of year | 2021-08-31 | $0 |
| Total plan assets at beginning of year | 2021-08-31 | $6,663,828 |
| Value of fidelity bond covering the plan | 2021-08-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-08-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-08-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-08-31 | $0 |
| Other income received | 2021-08-31 | $599,738 |
| Noncash contributions received | 2021-08-31 | $0 |
| Net income (gross income less expenses) | 2021-08-31 | $645,003 |
| Net plan assets at end of year (total assets less liabilities) | 2021-08-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-08-31 | $6,663,828 |
| Total contributions received or receivable from employer(s) | 2021-08-31 | $174,060 |
| Value of certain deemed distributions of participant loans | 2021-08-31 | $0 |
| Value of corrective distributions | 2021-08-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-08-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-08-31 | $0 |
| 2020 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $999,532 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $159,134 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $159,134 |
| Total plan assets at end of year | 2020-12-31 | $6,663,828 |
| Total plan assets at beginning of year | 2020-12-31 | $5,823,430 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $12 |
| Other income received | 2020-12-31 | $719,159 |
| Net income (gross income less expenses) | 2020-12-31 | $840,398 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $6,663,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,823,430 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $280,361 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $1,051,359 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $444,887 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $444,887 |
| Total plan assets at end of year | 2019-12-31 | $5,823,430 |
| Total plan assets at beginning of year | 2019-12-31 | $5,216,958 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $33,910 |
| Other income received | 2019-12-31 | $757,708 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $606,472 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $5,823,430 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,216,958 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $259,741 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $123,123 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $275,195 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $275,195 |
| Total plan assets at end of year | 2018-12-31 | $5,216,958 |
| Total plan assets at beginning of year | 2018-12-31 | $5,369,030 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-154,575 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-152,072 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,216,958 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,369,030 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $277,698 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $837,913 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $177,370 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $150,971 |
| Total plan assets at end of year | 2017-12-31 | $5,369,030 |
| Total plan assets at beginning of year | 2017-12-31 | $4,708,487 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $26,399 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $589,798 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $660,543 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,369,030 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,708,487 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $248,115 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $502,951 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $364,229 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $364,229 |
| Total plan assets at end of year | 2016-12-31 | $4,708,487 |
| Total plan assets at beginning of year | 2016-12-31 | $4,569,765 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $18,491 |
| Other income received | 2016-12-31 | $233,796 |
| Net income (gross income less expenses) | 2016-12-31 | $138,722 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,708,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,569,765 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $250,664 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $330,989 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $786,583 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $786,583 |
| Total plan assets at end of year | 2015-12-31 | $4,569,765 |
| Total plan assets at beginning of year | 2015-12-31 | $5,025,359 |
| Total contributions received or receivable from participants | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $95,413 |
| Net income (gross income less expenses) | 2015-12-31 | $-455,594 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,569,765 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,025,359 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $235,576 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2021: TRINITY SCHOOL FOR MINISTRY RETIREMENT 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 | Yes |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: TRINITY SCHOOL FOR MINISTRY RETIREMENT 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 benefit arrangement – Insurance | Yes |
| 2019: TRINITY SCHOOL FOR MINISTRY RETIREMENT 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 benefit arrangement – Insurance | Yes |
| 2018: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: TRINITY SCHOOL FOR MINISTRY RETIREMENT 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 benefit arrangement – Insurance | Yes |
| 2016: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: TRINITY SCHOOL FOR MINISTRY RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-08-31 | | 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 | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 106 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | 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 |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 106 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | 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 | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 107 | | 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 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 | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 107 | | 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 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 | 328126 |
| Policy instance | 1 |
| Insurance contract or identification number | 328126 | | Number of Individuals Covered | 101 | | 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 allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 |
|
