NORTH CAROLINA SYMPHONY SOCIETY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH CAROLINA SYMPHONY SOCIETY DC PLAN
| Measure | Date | Value |
|---|
| 2023: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 42 |
| Total of all active and inactive participants | 2023-01-01 | 123 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
| Total participants | 2023-01-01 | 124 |
| Number of participants with account balances | 2023-01-01 | 118 |
| 2022: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 38 |
| Total of all active and inactive participants | 2022-01-01 | 119 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1 |
| Total participants | 2022-01-01 | 120 |
| Number of participants with account balances | 2022-01-01 | 119 |
| 2021: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 70 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 39 |
| Total of all active and inactive participants | 2021-01-01 | 109 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 110 |
| Number of participants with account balances | 2021-01-01 | 109 |
| 2020: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 40 |
| Total of all active and inactive participants | 2020-01-01 | 108 |
| Total participants | 2020-01-01 | 108 |
| Number of participants with account balances | 2020-01-01 | 108 |
| 2019: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 73 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 36 |
| Total of all active and inactive participants | 2019-01-01 | 109 |
| Total participants | 2019-01-01 | 109 |
| Number of participants with account balances | 2019-01-01 | 109 |
| 2018: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 80 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 25 |
| Total of all active and inactive participants | 2018-01-01 | 105 |
| Total participants | 2018-01-01 | 105 |
| Number of participants with account balances | 2018-01-01 | 105 |
| 2017: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 81 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
| Total of all active and inactive participants | 2017-01-01 | 97 |
| Total participants | 2017-01-01 | 97 |
| Number of participants with account balances | 2017-01-01 | 99 |
| 2016: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 80 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 11 |
| Total of all active and inactive participants | 2016-01-01 | 91 |
| Total participants | 2016-01-01 | 91 |
| Number of participants with account balances | 2016-01-01 | 96 |
| 2015: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 82 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 95 |
| Total participants | 2015-01-01 | 95 |
| Number of participants with account balances | 2015-01-01 | 95 |
| 2014: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 89 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 94 |
| Total participants | 2014-01-01 | 94 |
| Number of participants with account balances | 2014-01-01 | 94 |
| 2013: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 98 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 96 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 100 |
| Total participants | 2013-01-01 | 100 |
| Number of participants with account balances | 2013-01-01 | 100 |
| 2012: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 92 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 98 |
| Total participants | 2012-01-01 | 98 |
| Number of participants with account balances | 2012-01-01 | 98 |
| 2011: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 88 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
| Total of all active and inactive participants | 2011-01-01 | 95 |
| Total participants | 2011-01-01 | 95 |
| Number of participants with account balances | 2011-01-01 | 95 |
| 2010: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 92 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 97 |
| Total participants | 2010-01-01 | 97 |
| Number of participants with account balances | 2010-01-01 | 96 |
| 2009: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 91 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
| Total of all active and inactive participants | 2009-01-01 | 96 |
| Total participants | 2009-01-01 | 96 |
| Number of participants with account balances | 2009-01-01 | 93 |
| 2002: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-01-01 | 81 |
| Total of all active and inactive participants | 2002-01-01 | 81 |
| Total participants | 2002-01-01 | 81 |
| Number of participants with account balances | 2002-01-01 | 81 |
| Measure | Date | Value |
|---|
| 2023 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $1,542,985 |
| Total income from all sources | 2023-12-31 | $2,754,939 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $3,496,557 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $3,484,513 |
| Total plan assets at end of year | 2023-12-31 | $11,569,562 |
| Total plan assets at beginning of year | 2023-12-31 | $10,768,195 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $76,253 |
| Other income received | 2023-12-31 | $2,289,690 |
| Net income (gross income less expenses) | 2023-12-31 | $-741,618 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $11,569,562 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $10,768,195 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $388,996 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $12,044 |
| 2022 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-2,153,014 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $233,569 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $225,825 |
| Total plan assets at end of year | 2022-12-31 | $10,768,195 |
| Total plan assets at beginning of year | 2022-12-31 | $13,154,778 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $4,500 |
| Other income received | 2022-12-31 | $-2,514,769 |
| Net income (gross income less expenses) | 2022-12-31 | $-2,386,583 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $10,768,195 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $13,154,778 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $357,255 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $7,744 |
| 2021 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,825,933 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $295,429 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $287,839 |
| Total plan assets at end of year | 2021-12-31 | $13,154,778 |
| Total plan assets at beginning of year | 2021-12-31 | $11,624,274 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Other income received | 2021-12-31 | $1,476,589 |
| Net income (gross income less expenses) | 2021-12-31 | $1,530,504 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $13,154,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,624,274 |
| Assets. Value of participant loans | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $349,344 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $7,590 |
| 2020 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,218,266 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $382,693 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $377,264 |
| Total plan assets at end of year | 2020-12-31 | $11,624,274 |
| Total plan assets at beginning of year | 2020-12-31 | $9,788,701 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Other income received | 2020-12-31 | $1,884,113 |
| Net income (gross income less expenses) | 2020-12-31 | $1,835,573 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $11,624,274 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,788,701 |
| Assets. Value of participant loans | 2020-12-31 | $99,117 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $334,153 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $5,429 |
| 2019 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $2,001,622 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $683,082 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $678,752 |
| Total plan assets at end of year | 2019-12-31 | $9,788,701 |
| Total plan assets at beginning of year | 2019-12-31 | $8,470,161 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $12,142 |
| Other income received | 2019-12-31 | $1,652,767 |
| Net income (gross income less expenses) | 2019-12-31 | $1,318,540 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $9,788,701 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,470,161 |
| Assets. Value of participant loans | 2019-12-31 | $52,011 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $336,713 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $4,330 |
| 2018 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-62,355 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $137,579 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $133,352 |
| Total plan assets at end of year | 2018-12-31 | $8,470,161 |
| Total plan assets at beginning of year | 2018-12-31 | $8,670,095 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $766 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $4,660 |
| Other income received | 2018-12-31 | $-421,284 |
| Net income (gross income less expenses) | 2018-12-31 | $-199,934 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,470,161 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,670,095 |
| Assets. Value of participant loans | 2018-12-31 | $52,911 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $354,269 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $3,461 |
| 2017 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-12-31 | $122,034 |
| Total income from all sources | 2017-12-31 | $1,445,089 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $368,556 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $332,539 |
| Total plan assets at end of year | 2017-12-31 | $8,670,095 |
| Total plan assets at beginning of year | 2017-12-31 | $7,471,528 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $17,480 |
| Other income received | 2017-12-31 | $1,114,826 |
| Net income (gross income less expenses) | 2017-12-31 | $1,076,533 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $8,670,095 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,471,528 |
| Assets. Value of participant loans | 2017-12-31 | $62,416 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $312,783 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $36,017 |
| 2016 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $49,294 |
| Total income from all sources | 2016-12-31 | $858,815 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $482,408 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $451,347 |
| Total plan assets at end of year | 2016-12-31 | $7,471,528 |
| Total plan assets at beginning of year | 2016-12-31 | $7,045,827 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $37,376 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $169,912 |
| Other income received | 2016-12-31 | $328,244 |
| Net income (gross income less expenses) | 2016-12-31 | $376,407 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $7,471,528 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,045,827 |
| Assets. Value of participant loans | 2016-12-31 | $19,187 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $323,283 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $31,061 |
| 2015 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-12-31 | $138,771 |
| Total income from all sources | 2015-12-31 | $230,444 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $164,666 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $135,701 |
| Total plan assets at end of year | 2015-12-31 | $7,045,827 |
| Total plan assets at beginning of year | 2015-12-31 | $6,841,278 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $69,370 |
| Other income received | 2015-12-31 | $-139,274 |
| Net income (gross income less expenses) | 2015-12-31 | $65,778 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,045,827 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,841,278 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $300,348 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $28,965 |
| 2014 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $767,207 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $466,641 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $444,588 |
| Total plan assets at end of year | 2014-12-31 | $6,841,278 |
| Total plan assets at beginning of year | 2014-12-31 | $6,540,712 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $69,295 |
| Other income received | 2014-12-31 | $393,308 |
| Net income (gross income less expenses) | 2014-12-31 | $300,566 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,841,278 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,540,712 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $304,604 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $22,053 |
| 2013 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $-22,196 |
| Total income from all sources | 2013-12-31 | $812,424 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $93,847 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $92,817 |
| Total plan assets at end of year | 2013-12-31 | $6,540,712 |
| Total plan assets at beginning of year | 2013-12-31 | $5,844,331 |
| Value of fidelity bond covering the plan | 2013-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $75,620 |
| Other income received | 2013-12-31 | $446,583 |
| Net income (gross income less expenses) | 2013-12-31 | $718,577 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,540,712 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,844,331 |
| Assets. Value of participant loans | 2013-12-31 | $21,505 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $290,221 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $1,030 |
| 2012 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $847,993 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $84,628 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $83,962 |
| Total plan assets at end of year | 2012-12-31 | $5,844,331 |
| Total plan assets at beginning of year | 2012-12-31 | $5,080,966 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $51,170 |
| Other income received | 2012-12-31 | $529,105 |
| Net income (gross income less expenses) | 2012-12-31 | $763,365 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,844,331 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,080,966 |
| Assets. Value of participant loans | 2012-12-31 | $27,371 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $267,718 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $666 |
| 2011 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $355,126 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $147,092 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $147,092 |
| Total plan assets at end of year | 2011-12-31 | $5,080,966 |
| Total plan assets at beginning of year | 2011-12-31 | $4,872,932 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $91,061 |
| Other income received | 2011-12-31 | $-8,877 |
| Net income (gross income less expenses) | 2011-12-31 | $208,034 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $5,080,966 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,872,932 |
| Assets. Value of participant loans | 2011-12-31 | $652 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $272,942 |
| 2010 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $-19,624 |
| Total income from all sources | 2010-12-31 | $890,023 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $24,938 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $24,938 |
| Total plan assets at end of year | 2010-12-31 | $4,872,932 |
| Total plan assets at beginning of year | 2010-12-31 | $4,027,471 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $80,450 |
| Other income received | 2010-12-31 | $543,982 |
| Net income (gross income less expenses) | 2010-12-31 | $865,085 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,872,932 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,027,471 |
| Assets. Value of participant loans | 2010-12-31 | $1,000 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $265,591 |
| 2009 : NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2009 401k financial data |
|---|
| Transfers to/from the plan | 2009-12-31 | $7,805 |
| Total income from all sources | 2009-12-31 | $917,890 |
| Expenses. Total of all expenses incurred | 2009-12-31 | $66,969 |
| Benefits paid (including direct rollovers) | 2009-12-31 | $64,168 |
| Total plan assets at end of year | 2009-12-31 | $4,027,471 |
| Total plan assets at beginning of year | 2009-12-31 | $3,168,745 |
| Value of fidelity bond covering the plan | 2009-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2009-12-31 | $99,252 |
| Other income received | 2009-12-31 | $489,014 |
| Net income (gross income less expenses) | 2009-12-31 | $850,921 |
| Net plan assets at end of year (total assets less liabilities) | 2009-12-31 | $4,027,471 |
| Net plan assets at beginning of year (total assets less liabilities) | 2009-12-31 | $3,168,745 |
| Assets. Value of participant loans | 2009-12-31 | $1,945 |
| Total contributions received or receivable from employer(s) | 2009-12-31 | $329,624 |
| Value of certain deemed distributions of participant loans | 2009-12-31 | $2,801 |
| 2023: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | Yes |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | Yes |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2008: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | Yes |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2002: NORTH CAROLINA SYMPHONY SOCIETY DC PLAN 2002 form 5500 responses |
|---|
| 2002-01-01 | Type of plan entity | Single employer plan |
| 2002-01-01 | Submission has been amended | No |
| 2002-01-01 | This submission is the final filing | No |
| 2002-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-01-01 | Plan is a collectively bargained plan | No |
| RIVERSOURCE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65005 ) |
| Policy contract number | 20577221 |
| Policy instance | 2 |
| Insurance contract or identification number | 20577221 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $1,685 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 91 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 90 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 102 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with 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 number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type 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 number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-01-01 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 101 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 ) |
| Policy contract number | 368499 |
| Policy instance | 1 |
| Insurance contract or identification number | 368499 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
