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MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 401k Plan overview

Plan NameMILWAUKEE AREA HEALTH EDUCATION CENTER, INC
Plan identification number 113

MILWAUKEE AREA HEALTH EDUCATION CENTER, INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

MILWAUKEE AREA HEALTH EDUCATION CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:MILWAUKEE AREA HEALTH EDUCATION CENTER, INC.
Employer identification number (EIN):391749908
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MILWAUKEE AREA HEALTH EDUCATION CENTER, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1132023-01-01MARY HINTZ2024-07-30 MARY HINTZ2024-07-30
1132022-01-01
1132021-01-01AZURE DE WILLIAMS2022-03-22
1132020-01-01
1132019-01-01
1132018-01-01
1132017-01-01AZURE DE WILLIAMS AZURE DE WILLIAMS2018-05-08
1132016-01-01AZURE DE WILLIAMS
1132015-01-01BRENDA GRAY
1132014-01-01BRENDA GRAY
1132013-01-01BRENDA GRAY
1132012-01-01BRENDA GRAY
1132011-01-01BRENDA C. GRAY
1132009-01-01FANAYE TURNER

Plan Statistics for MILWAUKEE AREA HEALTH EDUCATION CENTER, INC

401k plan membership statisitcs for MILWAUKEE AREA HEALTH EDUCATION CENTER, INC

Measure Date Value
2020: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2020 401k membership
Total participants, beginning-of-year2020-01-0116
Total number of active participants reported on line 7a of the Form 55002020-01-0112
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0116
Number of participants with account balances2020-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2019 401k membership
Total participants, beginning-of-year2019-01-0116
Total number of active participants reported on line 7a of the Form 55002019-01-0112
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-014
Total of all active and inactive participants2019-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0116
Number of participants with account balances2019-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2018 401k membership
Total participants, beginning-of-year2018-01-0116
Total number of active participants reported on line 7a of the Form 55002018-01-0113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0116
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2017 401k membership
Total participants, beginning-of-year2017-01-0115
Total number of active participants reported on line 7a of the Form 55002017-01-0113
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0116
Number of participants with account balances2017-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2016 401k membership
Total participants, beginning-of-year2016-01-0115
Total number of active participants reported on line 7a of the Form 55002016-01-0112
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0115
Number of participants with account balances2016-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2015 401k membership
Total participants, beginning-of-year2015-01-0116
Total number of active participants reported on line 7a of the Form 55002015-01-0113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0115
Number of participants with account balances2015-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2014 401k membership
Total participants, beginning-of-year2014-01-0111
Total number of active participants reported on line 7a of the Form 55002014-01-0113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0116
Number of participants with account balances2014-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2013 401k membership
Total participants, beginning-of-year2013-01-0112
Total number of active participants reported on line 7a of the Form 55002013-01-019
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-013
Total of all active and inactive participants2013-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0112
Number of participants with account balances2013-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2012 401k membership
Total participants, beginning-of-year2012-01-0111
Total number of active participants reported on line 7a of the Form 55002012-01-0111
Number of retired or separated participants receiving benefits2012-01-011
Total of all active and inactive participants2012-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0112
Number of participants with account balances2012-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2011 401k membership
Total participants, beginning-of-year2011-01-0112
Total number of active participants reported on line 7a of the Form 55002011-01-0110
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0112
Number of participants with account balances2011-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2009 401k membership
Total participants, beginning-of-year2009-01-019
Total number of active participants reported on line 7a of the Form 55002009-01-019
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-019
Number of participants with account balances2009-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MILWAUKEE AREA HEALTH EDUCATION CENTER, INC

Measure Date Value
2020 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2020 401k financial data
Total income from all sources2020-12-31$75,388
Expenses. Total of all expenses incurred2020-12-31$25,308
Benefits paid (including direct rollovers)2020-12-31$25,308
Total plan assets at end of year2020-12-31$633,586
Total plan assets at beginning of year2020-12-31$583,506
Total contributions received or receivable from participants2020-12-31$625
Contributions received from other sources (not participants or employers)2020-12-31$33,050
Other income received2020-12-31$34,326
Net income (gross income less expenses)2020-12-31$50,080
Net plan assets at end of year (total assets less liabilities)2020-12-31$633,586
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$583,506
Total contributions received or receivable from employer(s)2020-12-31$7,387
2019 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2019 401k financial data
Total income from all sources2019-12-31$91,072
Expenses. Total of all expenses incurred2019-12-31$14,160
Benefits paid (including direct rollovers)2019-12-31$14,160
Total plan assets at end of year2019-12-31$583,506
Total plan assets at beginning of year2019-12-31$506,594
Total contributions received or receivable from participants2019-12-31$675
Contributions received from other sources (not participants or employers)2019-12-31$33,920
Other income received2019-12-31$35,329
Net income (gross income less expenses)2019-12-31$76,912
Net plan assets at end of year (total assets less liabilities)2019-12-31$583,506
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$506,594
Total contributions received or receivable from employer(s)2019-12-31$21,148
2018 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2018 401k financial data
Total income from all sources2018-12-31$39,467
Expenses. Total of all expenses incurred2018-12-31$6,000
Total plan assets at end of year2018-12-31$506,594
Total plan assets at beginning of year2018-12-31$473,127
Total contributions received or receivable from participants2018-12-31$650
Contributions received from other sources (not participants or employers)2018-12-31$33,799
Other income received2018-12-31$5,018
Net income (gross income less expenses)2018-12-31$33,467
Net plan assets at end of year (total assets less liabilities)2018-12-31$506,594
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$473,127
Total contributions received or receivable from employer(s)2018-12-31$0
Value of corrective distributions2018-12-31$6,000
2017 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2017 401k financial data
Total income from all sources2017-12-31$62,300
Expenses. Total of all expenses incurred2017-12-31$6,000
Total plan assets at end of year2017-12-31$473,127
Total plan assets at beginning of year2017-12-31$416,827
Total contributions received or receivable from participants2017-12-31$1,650
Contributions received from other sources (not participants or employers)2017-12-31$34,150
Other income received2017-12-31$26,500
Net income (gross income less expenses)2017-12-31$56,300
Net plan assets at end of year (total assets less liabilities)2017-12-31$473,127
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$416,827
Total contributions received or receivable from employer(s)2017-12-31$0
Value of corrective distributions2017-12-31$6,000
2016 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2016 401k financial data
Total income from all sources2016-12-31$59,105
Expenses. Total of all expenses incurred2016-12-31$10,000
Benefits paid (including direct rollovers)2016-12-31$10,000
Total plan assets at end of year2016-12-31$416,827
Total plan assets at beginning of year2016-12-31$367,722
Total contributions received or receivable from participants2016-12-31$10,132
Contributions received from other sources (not participants or employers)2016-12-31$33,785
Other income received2016-12-31$14,438
Net income (gross income less expenses)2016-12-31$49,105
Net plan assets at end of year (total assets less liabilities)2016-12-31$416,827
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$367,722
Total contributions received or receivable from employer(s)2016-12-31$750
2015 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2015 401k financial data
Total income from all sources2015-12-31$68,973
Expenses. Total of all expenses incurred2015-12-31$11,827
Benefits paid (including direct rollovers)2015-12-31$11,827
Total plan assets at end of year2015-12-31$367,722
Total plan assets at beginning of year2015-12-31$310,576
Total contributions received or receivable from participants2015-12-31$12,954
Contributions received from other sources (not participants or employers)2015-12-31$33,929
Other income received2015-12-31$8,427
Net income (gross income less expenses)2015-12-31$57,146
Net plan assets at end of year (total assets less liabilities)2015-12-31$367,722
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$310,576
Total contributions received or receivable from employer(s)2015-12-31$13,663
2014 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2014 401k financial data
Total income from all sources2014-12-31$46,742
Expenses. Total of all expenses incurred2014-12-31$6,000
Benefits paid (including direct rollovers)2014-12-31$6,000
Total plan assets at end of year2014-12-31$310,576
Total plan assets at beginning of year2014-12-31$269,834
Total contributions received or receivable from participants2014-12-31$2,475
Contributions received from other sources (not participants or employers)2014-12-31$33,787
Other income received2014-12-31$10,480
Net income (gross income less expenses)2014-12-31$40,742
Net plan assets at end of year (total assets less liabilities)2014-12-31$310,576
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$269,834
Total contributions received or receivable from employer(s)2014-12-31$0
2013 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$58,548
Expenses. Total of all expenses incurred2013-12-31$25,657
Benefits paid (including direct rollovers)2013-12-31$25,657
Total plan assets at end of year2013-12-31$269,834
Total plan assets at beginning of year2013-12-31$236,943
Total contributions received or receivable from participants2013-12-31$625
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$33,520
Other income received2013-12-31$13,432
Net income (gross income less expenses)2013-12-31$32,891
Net plan assets at end of year (total assets less liabilities)2013-12-31$269,834
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$236,943
Total contributions received or receivable from employer(s)2013-12-31$10,971
Value of certain deemed distributions of participant loans2013-12-31$0
2012 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$55,264
Expenses. Total of all expenses incurred2012-12-31$20,800
Benefits paid (including direct rollovers)2012-12-31$20,800
Total plan assets at end of year2012-12-31$236,943
Total plan assets at beginning of year2012-12-31$202,479
Total contributions received or receivable from participants2012-12-31$675
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$33,552
Other income received2012-12-31$9,672
Net income (gross income less expenses)2012-12-31$34,464
Net plan assets at end of year (total assets less liabilities)2012-12-31$236,943
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$202,479
Total contributions received or receivable from employer(s)2012-12-31$11,365
Value of certain deemed distributions of participant loans2012-12-31$0
2011 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2011 401k financial data
Total income from all sources2011-12-31$53,508
Expenses. Total of all expenses incurred2011-12-31$60,381
Benefits paid (including direct rollovers)2011-12-31$60,381
Total plan assets at end of year2011-12-31$202,479
Total plan assets at beginning of year2011-12-31$209,352
Total contributions received or receivable from participants2011-12-31$1,255
Contributions received from other sources (not participants or employers)2011-12-31$33,218
Other income received2011-12-31$6,515
Net income (gross income less expenses)2011-12-31$-6,873
Net plan assets at end of year (total assets less liabilities)2011-12-31$202,479
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$209,352
Total contributions received or receivable from employer(s)2011-12-31$12,520
2010 : MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2010 401k financial data
Total income from all sources2010-12-31$53,045
Total plan assets at end of year2010-12-31$209,352
Total plan assets at beginning of year2010-12-31$156,307
Total contributions received or receivable from participants2010-12-31$24,210
Other income received2010-12-31$9,029
Net income (gross income less expenses)2010-12-31$53,045
Net plan assets at end of year (total assets less liabilities)2010-12-31$209,352
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$156,307
Total contributions received or receivable from employer(s)2010-12-31$19,806

Form 5500 Responses for MILWAUKEE AREA HEALTH EDUCATION CENTER, INC

2020: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01First time form 5500 has been submittedYes
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: MILWAUKEE AREA HEALTH EDUCATION CENTER, INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered10
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered9
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered9
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered9
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered10
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered10
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered11
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number365713
Policy instance 1
Insurance contract or identification number365713
Number of Individuals Covered11
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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