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CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 401k Plan overview

Plan NameCONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN
Plan identification number 002

CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CONCURRENT TECHNOLOGIES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CONCURRENT TECHNOLOGIES CORPORATION
Employer identification number (EIN):251556708
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CONCURRENT TECHNOLOGIES CORPORATION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1997-02-26
Company Identification Number: 0011398207
Legal Registered Office Address: 100 CTC DR

JOHNSTOWN
United States of America (USA)
15904

More information about CONCURRENT TECHNOLOGIES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01KATHY J. JONES KATHY J. JONES2019-03-12
0022016-07-01MARGARET DIVIRGILIO MARGARET DIVIRGILIO2018-02-22
0022015-07-01MARGARET DIVIRGILIO MARGARET DIVIRGILIO2017-03-17
0022014-07-01MARGARET DIVIRGILIO MARGARET DIVIRGILIO2016-02-03
0022013-07-01MARGARET DIVIRGILIO
0022012-07-01MARGARET DIVIRGILIO MARGARET DIVIRGILIO2014-01-24
0022011-07-01MARGARET DIVIRGILIO
0022010-07-01MARGARET DIVIRGILIO
0022009-07-01MARGARET DIVIRGILIO

Plan Statistics for CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN

401k plan membership statisitcs for CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN

Measure Date Value
2021: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-011,726
Total number of active participants reported on line 7a of the Form 55002021-07-01346
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-011,307
Total of all active and inactive participants2021-07-011,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-015
Total participants2021-07-011,658
Number of participants with account balances2021-07-011,567
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0119
2020: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-011,627
Total number of active participants reported on line 7a of the Form 55002020-07-01333
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-011,393
Total of all active and inactive participants2020-07-011,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-013
Total participants2020-07-011,729
Number of participants with account balances2020-07-011,726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0125
2019: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-011,605
Total number of active participants reported on line 7a of the Form 55002019-07-01319
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-011,304
Total of all active and inactive participants2019-07-011,623
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-014
Total participants2019-07-011,627
Number of participants with account balances2019-07-011,620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0120
2018: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,582
Total number of active participants reported on line 7a of the Form 55002018-07-01330
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-011,275
Total of all active and inactive participants2018-07-011,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-011,605
Number of participants with account balances2018-07-011,590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0113
2017: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-011,666
Total number of active participants reported on line 7a of the Form 55002017-07-01396
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-011,186
Total of all active and inactive participants2017-07-011,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-011,582
Number of participants with account balances2017-07-011,580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0134
2016: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-011,746
Total number of active participants reported on line 7a of the Form 55002016-07-01396
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-011,269
Total of all active and inactive participants2016-07-011,665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-011
Total participants2016-07-011,666
Number of participants with account balances2016-07-011,630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0130
2015: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,853
Total number of active participants reported on line 7a of the Form 55002015-07-01508
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-011,238
Total of all active and inactive participants2015-07-011,746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-011,746
Number of participants with account balances2015-07-011,724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01110
2014: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,990
Total number of active participants reported on line 7a of the Form 55002014-07-01687
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-011,166
Total of all active and inactive participants2014-07-011,853
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-011,853
Number of participants with account balances2014-07-011,818
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-01117
2013: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012,060
Total number of active participants reported on line 7a of the Form 55002013-07-01731
Number of retired or separated participants receiving benefits2013-07-0122
Number of other retired or separated participants entitled to future benefits2013-07-011,244
Total of all active and inactive participants2013-07-011,997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-011,997
Number of participants with account balances2013-07-011,953
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01198
2012: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-012,128
Total number of active participants reported on line 7a of the Form 55002012-07-01965
Number of retired or separated participants receiving benefits2012-07-0117
Number of other retired or separated participants entitled to future benefits2012-07-011,078
Total of all active and inactive participants2012-07-012,060
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-012,060
Number of participants with account balances2012-07-012,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-01180
2011: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-012,043
Total number of active participants reported on line 7a of the Form 55002011-07-011,159
Number of retired or separated participants receiving benefits2011-07-0115
Number of other retired or separated participants entitled to future benefits2011-07-01954
Total of all active and inactive participants2011-07-012,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-012,128
Number of participants with account balances2011-07-012,128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-01241
2010: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,998
Total number of active participants reported on line 7a of the Form 55002010-07-011,170
Number of retired or separated participants receiving benefits2010-07-0113
Number of other retired or separated participants entitled to future benefits2010-07-01860
Total of all active and inactive participants2010-07-012,043
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-012,043
Number of participants with account balances2010-07-012,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-01210
2009: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,944
Total number of active participants reported on line 7a of the Form 55002009-07-011,192
Number of retired or separated participants receiving benefits2009-07-019
Number of other retired or separated participants entitled to future benefits2009-07-01797
Total of all active and inactive participants2009-07-011,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,998
Number of participants with account balances2009-07-011,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-01228

Financial Data on CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN

Measure Date Value
2022 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-17,570,770
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$11,413,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$11,290,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$4,241,268
Value of total assets at end of year2022-06-30$166,610,673
Value of total assets at beginning of year2022-06-30$195,595,334
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$123,451
Total interest from all sources2022-06-30$1,155,152
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$2,707,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$2,707,154
Administrative expenses professional fees incurred2022-06-30$21,867
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$2,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$1,947,753
Other income not declared elsewhere2022-06-30$154,012
Administrative expenses (other) incurred2022-06-30$51,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-28,984,661
Value of net assets at end of year (total assets less liabilities)2022-06-30$166,610,673
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$195,595,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$50,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$122,807,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$154,644,317
Value of interest in pooled separate accounts at end of year2022-06-30$9,734,251
Value of interest in pooled separate accounts at beginning of year2022-06-30$8,297,540
Interest earned on other investments2022-06-30$1,155,152
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$32,987,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$32,585,539
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$1,080,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-27,706,431
Net investment gain/loss from pooled separate accounts2022-06-30$1,878,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$2,293,515
Employer contributions (assets) at end of year2022-06-30$1,081,719
Employer contributions (assets) at beginning of year2022-06-30$67,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$10,210,065
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BDO USA, LLP
Accountancy firm EIN2022-06-30135381590
2021 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$46,040,317
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$9,039,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$8,948,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,999,364
Value of total assets at end of year2021-06-30$195,595,334
Value of total assets at beginning of year2021-06-30$158,594,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$90,968
Total interest from all sources2021-06-30$1,142,426
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$1,995,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$1,995,533
Administrative expenses professional fees incurred2021-06-30$18,356
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$2,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$1,852,875
Other income not declared elsewhere2021-06-30$93,501
Administrative expenses (other) incurred2021-06-30$22,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$37,000,927
Value of net assets at end of year (total assets less liabilities)2021-06-30$195,595,334
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$158,594,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$50,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$154,644,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$119,675,614
Value of interest in pooled separate accounts at end of year2021-06-30$8,297,540
Value of interest in pooled separate accounts at beginning of year2021-06-30$8,021,312
Interest earned on other investments2021-06-30$1,142,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$32,585,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$30,838,696
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$961,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$39,284,363
Net investment gain/loss from pooled separate accounts2021-06-30$525,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,146,489
Employer contributions (assets) at end of year2021-06-30$67,938
Employer contributions (assets) at beginning of year2021-06-30$58,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$7,987,008
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30BDO USA, LLP
Accountancy firm EIN2021-06-30135381590
2020 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$10,266,872
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$9,235,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$9,199,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,704,398
Value of total assets at end of year2020-06-30$158,594,407
Value of total assets at beginning of year2020-06-30$157,563,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$36,303
Total interest from all sources2020-06-30$1,149,810
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,511,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,511,706
Administrative expenses professional fees incurred2020-06-30$30,064
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$2,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$1,674,209
Other income not declared elsewhere2020-06-30$57,158
Administrative expenses (other) incurred2020-06-30$3,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,031,229
Value of net assets at end of year (total assets less liabilities)2020-06-30$158,594,407
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$157,563,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$2,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$119,675,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$120,212,415
Value of interest in pooled separate accounts at end of year2020-06-30$8,021,312
Value of interest in pooled separate accounts at beginning of year2020-06-30$8,604,253
Interest earned on other investments2020-06-30$1,149,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$30,838,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$28,664,847
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$452,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$4,753,542
Net investment gain/loss from pooled separate accounts2020-06-30$90,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,030,189
Employer contributions (assets) at end of year2020-06-30$58,785
Employer contributions (assets) at beginning of year2020-06-30$81,663
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$8,747,146
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BDO USA, LLP
Accountancy firm EIN2020-06-30135381590
2019 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$102,032,246
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$9,951,561
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$8,448,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$8,387,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,433,612
Value of total assets at end of year2019-06-30$157,563,178
Value of total assets at beginning of year2019-06-30$54,027,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$60,186
Total interest from all sources2019-06-30$1,117,066
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$2,517,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$2,517,681
Administrative expenses professional fees incurred2019-06-30$37,077
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$2,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$1,468,032
Other income not declared elsewhere2019-06-30$82,141
Administrative expenses (other) incurred2019-06-30$864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$1,503,438
Value of net assets at end of year (total assets less liabilities)2019-06-30$157,563,178
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$54,027,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$22,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$120,212,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$40,948,217
Value of interest in pooled separate accounts at end of year2019-06-30$8,604,253
Value of interest in pooled separate accounts at beginning of year2019-06-30$3,081,278
Interest earned on other investments2019-06-30$1,117,066
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$28,664,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$9,997,999
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$610,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$3,639,188
Net investment gain/loss from pooled separate accounts2019-06-30$161,873
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$965,580
Employer contributions (assets) at end of year2019-06-30$81,663
Employer contributions (assets) at beginning of year2019-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$7,777,757
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30GRANT THORNTON, LLP
Accountancy firm EIN2019-06-30366055558
2018 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$5,024,868
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$2,646,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$2,617,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,358
Value of total assets at end of year2018-06-30$54,027,494
Value of total assets at beginning of year2018-06-30$51,649,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$29,162
Total interest from all sources2018-06-30$382,850
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$531,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$531,930
Administrative expenses professional fees incurred2018-06-30$24,245
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$2,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,358
Other income not declared elsewhere2018-06-30$34,533
Administrative expenses (other) incurred2018-06-30$4,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,378,343
Value of net assets at end of year (total assets less liabilities)2018-06-30$54,027,494
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$51,649,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$40,948,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$38,535,187
Value of interest in pooled separate accounts at end of year2018-06-30$3,081,278
Value of interest in pooled separate accounts at beginning of year2018-06-30$3,262,448
Interest earned on other investments2018-06-30$382,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$9,997,999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$9,851,516
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$10,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$3,920,046
Net investment gain/loss from pooled separate accounts2018-06-30$154,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$2,606,562
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30GRANT THORNTON, LLP
Accountancy firm EIN2018-06-30366055558
2017 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$6,010,165
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,559,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,537,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,306
Value of total assets at end of year2017-06-30$51,649,151
Value of total assets at beginning of year2017-06-30$49,198,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$22,498
Total interest from all sources2017-06-30$391,604
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$348,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$348,701
Administrative expenses professional fees incurred2017-06-30$22,050
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$1,306
Other income not declared elsewhere2017-06-30$25,515
Administrative expenses (other) incurred2017-06-30$448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$2,450,514
Value of net assets at end of year (total assets less liabilities)2017-06-30$51,649,151
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$49,198,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$38,535,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$36,672,700
Value of interest in pooled separate accounts at end of year2017-06-30$3,262,448
Value of interest in pooled separate accounts at beginning of year2017-06-30$3,519,834
Interest earned on other investments2017-06-30$391,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$9,851,516
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$9,006,103
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$431,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$5,113,274
Net investment gain/loss from pooled separate accounts2017-06-30$129,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,105,852
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30GRANT THORNTON, LLP
Accountancy firm EIN2017-06-30366055558
2016 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$300,475
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,205,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,113,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$340,582
Value of total assets at end of year2016-06-30$49,198,637
Value of total assets at beginning of year2016-06-30$52,103,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$92,003
Total interest from all sources2016-06-30$361,401
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$520,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$520,070
Administrative expenses professional fees incurred2016-06-30$89,496
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$340,582
Other income not declared elsewhere2016-06-30$49,699
Administrative expenses (other) incurred2016-06-30$2,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,904,722
Value of net assets at end of year (total assets less liabilities)2016-06-30$49,198,637
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$52,103,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$36,672,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$40,128,363
Value of interest in pooled separate accounts at end of year2016-06-30$3,519,834
Value of interest in pooled separate accounts at beginning of year2016-06-30$3,381,296
Interest earned on other investments2016-06-30$361,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$9,006,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$8,593,700
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$198,840
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,202,659
Net investment gain/loss from pooled separate accounts2016-06-30$231,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$2,914,354
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30GRANT THORNTON, LLP
Accountancy firm EIN2016-06-30366055558
2015 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets to this plan2015-06-30$1,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$2,560,360
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,105,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$3,102,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$14,421
Value of total assets at end of year2015-06-30$52,103,359
Value of total assets at beginning of year2015-06-30$52,646,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,555
Total interest from all sources2015-06-30$346,916
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$546,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$546,738
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$3,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$14,421
Other income not declared elsewhere2015-06-30$54,014
Administrative expenses (other) incurred2015-06-30$2,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-544,802
Value of net assets at end of year (total assets less liabilities)2015-06-30$52,103,359
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$52,646,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$40,128,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$41,249,992
Value of interest in pooled separate accounts at end of year2015-06-30$3,381,296
Value of interest in pooled separate accounts at beginning of year2015-06-30$3,085,039
Interest earned on other investments2015-06-30$346,916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$8,593,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$8,311,694
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$434,853
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$1,265,393
Net investment gain/loss from pooled separate accounts2015-06-30$332,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,667,754
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30GRANT THORNTON, LLP
Accountancy firm EIN2015-06-30366055558
2014 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total transfer of assets from this plan2014-06-30$8,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$7,813,289
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$3,290,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$3,288,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$7,463
Value of total assets at end of year2014-06-30$52,646,725
Value of total assets at beginning of year2014-06-30$48,132,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$1,878
Total interest from all sources2014-06-30$345,957
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$499,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$499,065
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$5,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$4,523,039
Value of net assets at end of year (total assets less liabilities)2014-06-30$52,646,725
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$48,132,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$1,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$41,249,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$37,077,008
Value of interest in pooled separate accounts at end of year2014-06-30$3,085,039
Value of interest in pooled separate accounts at beginning of year2014-06-30$2,925,521
Interest earned on other investments2014-06-30$345,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$8,311,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$8,129,511
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$329,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,645,256
Net investment gain/loss from pooled separate accounts2014-06-30$315,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$1,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,958,970
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30GRANT THORNTON, LLP
Accountancy firm EIN2014-06-30366055558
2013 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$5,437,354
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$3,026,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$3,024,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$0
Value of total assets at end of year2013-06-30$48,132,040
Value of total assets at beginning of year2013-06-30$45,721,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$1,992
Total interest from all sources2013-06-30$329,661
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$244,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$244,650
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,410,896
Value of net assets at end of year (total assets less liabilities)2013-06-30$48,132,040
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$45,721,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$1,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$37,077,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$33,246,252
Value of interest in pooled separate accounts at end of year2013-06-30$2,925,521
Value of interest in pooled separate accounts at beginning of year2013-06-30$2,675,804
Interest earned on other investments2013-06-30$329,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$8,129,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$7,858,546
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$273,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$4,629,547
Net investment gain/loss from pooled separate accounts2013-06-30$233,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Employer contributions (assets) at end of year2013-06-30$0
Employer contributions (assets) at beginning of year2013-06-30$1,940,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,751,451
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30GRANT THORNTON, LLP
Accountancy firm EIN2013-06-30366055558
2012 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$2,514,034
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,761,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,757,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,944,988
Value of total assets at end of year2012-06-30$45,721,144
Value of total assets at beginning of year2012-06-30$45,968,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$3,697
Total interest from all sources2012-06-30$473,847
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$3,697
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-247,461
Value of net assets at end of year (total assets less liabilities)2012-06-30$45,721,144
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$45,968,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$33,246,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$32,569,868
Value of interest in pooled separate accounts at end of year2012-06-30$2,675,804
Value of interest in pooled separate accounts at beginning of year2012-06-30$2,053,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$473,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$7,858,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$7,313,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-162,234
Net investment gain/loss from pooled separate accounts2012-06-30$257,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$1,944,988
Employer contributions (assets) at end of year2012-06-30$1,940,542
Employer contributions (assets) at beginning of year2012-06-30$4,031,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,757,798
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30GRANT THORNTON, LLP
Accountancy firm EIN2012-06-30366055558
2011 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$10,893,254
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,640,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,639,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$4,036,900
Value of total assets at end of year2011-06-30$45,968,605
Value of total assets at beginning of year2011-06-30$36,716,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$1,397
Total interest from all sources2011-06-30$352,296
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$1,397
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$9,252,428
Value of net assets at end of year (total assets less liabilities)2011-06-30$45,968,605
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$36,716,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$32,569,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$25,235,728
Value of interest in pooled separate accounts at end of year2011-06-30$2,053,192
Value of interest in pooled separate accounts at beginning of year2011-06-30$1,514,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$352,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$7,313,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$6,917,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$6,174,640
Net investment gain/loss from pooled separate accounts2011-06-30$329,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$4,036,900
Employer contributions (assets) at end of year2011-06-30$4,031,833
Employer contributions (assets) at beginning of year2011-06-30$3,048,536
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,639,429
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30GRANT THORNTON, LLP
Accountancy firm EIN2011-06-30366055558
2010 : CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN

2021: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: CONCURRENT TECHNOLOGIES CORPORATION DISCRETIONARY PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered1123
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered1156
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered1203
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered1061
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered1090
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered1203
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered1270
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered1953
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered2060
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered2128
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number151077
Policy instance 1
Insurance contract or identification number151077
Number of Individuals Covered2043
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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