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SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameSC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN
Plan identification number 003

SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUTH CAROLINA STUDENT LOAN CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:SOUTH CAROLINA STUDENT LOAN CORPORATION
Employer identification number (EIN):570602805
NAIC Classification:522298
NAIC Description:All Other Nondepository Credit Intermediation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-07-01DAVID A, SIMON III2024-01-04 DAVID A. SIMON III2024-01-04
0032021-07-01
0032020-07-01
0032019-07-01
0032018-07-01
0032017-07-01DAVID A.SIMON III DAVID A.SIMON III2019-03-18
0032016-07-01DAVID SIMON DAVID SIMON2018-03-27
0032015-07-01CHARLIE SANDERS CHARLIE SANDERS2017-03-27
0032014-07-01CHARLIE SANDERS
0032013-07-01CHARLIE SANDERS
0032012-07-01CHARLIE SANDERS CHARLIE SANDERS2014-04-09
0032011-07-01CHARLIE SANDERS CHARLIE SANDERS2013-04-05
0032010-07-01CHARLIE SANDERS CHARLIE SANDERS2012-03-05
0032009-07-01CHARLIE SANDERS CHARLIE SANDERS2011-04-11

Plan Statistics for SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2021: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0199
Total number of active participants reported on line 7a of the Form 55002021-07-0128
Number of retired or separated participants receiving benefits2021-07-016
Number of other retired or separated participants entitled to future benefits2021-07-0164
Total of all active and inactive participants2021-07-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-0199
Number of participants with account balances2021-07-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01109
Total number of active participants reported on line 7a of the Form 55002020-07-0127
Number of retired or separated participants receiving benefits2020-07-015
Number of other retired or separated participants entitled to future benefits2020-07-0169
Total of all active and inactive participants2020-07-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-016
Total participants2020-07-01107
Number of participants with account balances2020-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01120
Total number of active participants reported on line 7a of the Form 55002019-07-0128
Number of retired or separated participants receiving benefits2019-07-017
Number of other retired or separated participants entitled to future benefits2019-07-0173
Total of all active and inactive participants2019-07-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-011
Total participants2019-07-01109
Number of participants with account balances2019-07-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01135
Total number of active participants reported on line 7a of the Form 55002018-07-0125
Number of retired or separated participants receiving benefits2018-07-017
Number of other retired or separated participants entitled to future benefits2018-07-0187
Total of all active and inactive participants2018-07-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-011
Total participants2018-07-01120
Number of participants with account balances2018-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01170
Total number of active participants reported on line 7a of the Form 55002017-07-0126
Number of retired or separated participants receiving benefits2017-07-0110
Number of other retired or separated participants entitled to future benefits2017-07-0198
Total of all active and inactive participants2017-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-01135
Number of participants with account balances2017-07-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01214
Total number of active participants reported on line 7a of the Form 55002016-07-0140
Number of retired or separated participants receiving benefits2016-07-0113
Number of other retired or separated participants entitled to future benefits2016-07-01112
Total of all active and inactive participants2016-07-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-015
Total participants2016-07-01170
Number of participants with account balances2016-07-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01209
Total number of active participants reported on line 7a of the Form 55002015-07-01125
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0187
Total of all active and inactive participants2015-07-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-012
Total participants2015-07-01214
Number of participants with account balances2015-07-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01214
Total number of active participants reported on line 7a of the Form 55002014-07-01112
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0195
Total of all active and inactive participants2014-07-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-012
Total participants2014-07-01209
Number of participants with account balances2014-07-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01234
Total number of active participants reported on line 7a of the Form 55002013-07-01148
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0188
Total of all active and inactive participants2013-07-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-012
Total participants2013-07-01238
Number of participants with account balances2013-07-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01242
Total number of active participants reported on line 7a of the Form 55002012-07-01148
Number of other retired or separated participants entitled to future benefits2012-07-0186
Total of all active and inactive participants2012-07-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-01235
Number of participants with account balances2012-07-01198
2011: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01251
Total number of active participants reported on line 7a of the Form 55002011-07-01157
Number of other retired or separated participants entitled to future benefits2011-07-0184
Total of all active and inactive participants2011-07-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-01242
Number of participants with account balances2011-07-01205
2010: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01249
Total number of active participants reported on line 7a of the Form 55002010-07-01176
Number of other retired or separated participants entitled to future benefits2010-07-0174
Total of all active and inactive participants2010-07-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-011
Total participants2010-07-01251
Number of participants with account balances2010-07-01215
2009: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01241
Total number of active participants reported on line 7a of the Form 55002009-07-01227
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-0120
Total of all active and inactive participants2009-07-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-012
Total participants2009-07-01249
Number of participants with account balances2009-07-01218

Financial Data on SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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$0
Total income from all sources (including contributions)2022-06-30$-424,713
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,209,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,209,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$118,230
Value of total assets at end of year2022-06-30$5,051,914
Value of total assets at beginning of year2022-06-30$6,686,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$460
Total interest from all sources2022-06-30$466
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$49,302
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$49,302
Administrative expenses professional fees incurred2022-06-30$460
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
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$118,230
Participant contributions at end of year2022-06-30$10,520
Participant contributions at beginning of year2022-06-30$11,260
Participant contributions at end of year2022-06-30$21,000
Participant contributions at beginning of year2022-06-30$5,000
Other income not declared elsewhere2022-06-30$34,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,634,236
Value of net assets at end of year (total assets less liabilities)2022-06-30$5,051,914
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$6,686,150
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$3,744,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$5,296,311
Value of interest in pooled separate accounts at end of year2022-06-30$183,295
Value of interest in pooled separate accounts at beginning of year2022-06-30$153,364
Interest on participant loans2022-06-30$466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$1,092,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$1,220,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-662,202
Net investment gain/loss from pooled separate accounts2022-06-30$34,995
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,209,063
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 name2022-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2022-06-30570381582
2021 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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$1,470,530
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$237,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$235,231
Expenses. Certain deemed distributions of participant loans2021-06-30$2,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$200,060
Value of total assets at end of year2021-06-30$6,686,150
Value of total assets at beginning of year2021-06-30$5,453,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$320
Total interest from all sources2021-06-30$448
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$48,256
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$48,256
Administrative expenses professional fees incurred2021-06-30$320
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
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$200,060
Participant contributions at end of year2021-06-30$11,260
Participant contributions at beginning of year2021-06-30$4,238
Participant contributions at end of year2021-06-30$5,000
Other income not declared elsewhere2021-06-30$36,971
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$1,232,531
Value of net assets at end of year (total assets less liabilities)2021-06-30$6,686,150
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$5,453,619
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$5,296,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$4,005,697
Value of interest in pooled separate accounts at end of year2021-06-30$153,364
Value of interest in pooled separate accounts at beginning of year2021-06-30$255,473
Interest on participant loans2021-06-30$448
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$1,220,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$1,188,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$1,174,828
Net investment gain/loss from pooled separate accounts2021-06-30$9,967
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$235,231
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 plan2021-06-30Disclaimer
Accountancy firm name2021-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2021-06-30570381582
2020 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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$429,900
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$269,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$269,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$134,515
Value of total assets at end of year2020-06-30$5,453,619
Value of total assets at beginning of year2020-06-30$5,293,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$715
Total interest from all sources2020-06-30$489
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$49,562
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$49,562
Administrative expenses professional fees incurred2020-06-30$715
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
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$134,515
Participant contributions at end of year2020-06-30$4,238
Participant contributions at beginning of year2020-06-30$9,432
Other income not declared elsewhere2020-06-30$35,750
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$159,948
Value of net assets at end of year (total assets less liabilities)2020-06-30$5,453,619
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$5,293,671
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$4,005,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$3,825,684
Value of interest in pooled separate accounts at end of year2020-06-30$255,473
Value of interest in pooled separate accounts at beginning of year2020-06-30$264,746
Interest on participant loans2020-06-30$489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$1,188,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,193,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$206,898
Net investment gain/loss from pooled separate accounts2020-06-30$2,686
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$269,237
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 name2020-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2020-06-30570381582
2019 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
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$480,045
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,651,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,650,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$115,695
Value of total assets at end of year2019-06-30$5,293,671
Value of total assets at beginning of year2019-06-30$6,464,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$815
Total interest from all sources2019-06-30$702
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$64,949
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$64,949
Administrative expenses professional fees incurred2019-06-30$815
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
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$115,695
Participant contributions at end of year2019-06-30$9,432
Participant contributions at beginning of year2019-06-30$15,865
Other income not declared elsewhere2019-06-30$38,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-1,171,063
Value of net assets at end of year (total assets less liabilities)2019-06-30$5,293,671
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$6,464,734
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$3,825,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$5,010,784
Value of interest in pooled separate accounts at end of year2019-06-30$264,746
Value of interest in pooled separate accounts at beginning of year2019-06-30$220,170
Interest on participant loans2019-06-30$702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,193,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,217,915
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$248,630
Net investment gain/loss from pooled separate accounts2019-06-30$11,202
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,650,293
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 name2019-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2019-06-30570381582
2018 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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$681,205
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,339,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,332,830
Expenses. Certain deemed distributions of participant loans2018-06-30$5,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$101,518
Value of total assets at end of year2018-06-30$6,464,734
Value of total assets at beginning of year2018-06-30$7,123,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$1,820
Total interest from all sources2018-06-30$251
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$61,759
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$61,759
Administrative expenses professional fees incurred2018-06-30$1,820
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
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
Contributions received from participants2018-06-30$100,506
Participant contributions at end of year2018-06-30$15,865
Participant contributions at beginning of year2018-06-30$10,539
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$1,012
Other income not declared elsewhere2018-06-30$40,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-658,499
Value of net assets at end of year (total assets less liabilities)2018-06-30$6,464,734
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$7,123,233
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$5,010,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$5,017,684
Value of interest in pooled separate accounts at end of year2018-06-30$220,170
Value of interest in pooled separate accounts at beginning of year2018-06-30$261,020
Interest on participant loans2018-06-30$251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,217,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,668,687
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$465,963
Net investment gain/loss from pooled separate accounts2018-06-30$11,310
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
Employer contributions (assets) at beginning of year2018-06-30$165,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,332,830
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 name2018-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2018-06-30570381582
2017 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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$1,430,994
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,910,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,874,976
Expenses. Certain deemed distributions of participant loans2017-06-30$30,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$647,316
Value of total assets at end of year2017-06-30$7,123,233
Value of total assets at beginning of year2017-06-30$7,603,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$5,185
Total interest from all sources2017-06-30$1,766
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$75,659
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$75,659
Administrative expenses professional fees incurred2017-06-30$5,185
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$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
Contributions received from participants2017-06-30$186,792
Participant contributions at end of year2017-06-30$10,539
Participant contributions at beginning of year2017-06-30$84,008
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$4,521
Other income not declared elsewhere2017-06-30$36,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-479,902
Value of net assets at end of year (total assets less liabilities)2017-06-30$7,123,233
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,603,135
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$5,017,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$6,216,973
Value of interest in pooled separate accounts at end of year2017-06-30$261,020
Value of interest in pooled separate accounts at beginning of year2017-06-30$293,108
Interest on participant loans2017-06-30$1,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,668,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,009,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$659,554
Net investment gain/loss from pooled separate accounts2017-06-30$10,192
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
Contributions received in cash from employer2017-06-30$456,003
Employer contributions (assets) at end of year2017-06-30$165,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,874,976
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 name2017-06-30ELLIOTT DAVIS, LLC
Accountancy firm EIN2017-06-30570381582
2016 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets to this plan2016-06-30$3,258,339
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$717,844
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$434,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$432,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$505,673
Value of total assets at end of year2016-06-30$7,603,135
Value of total assets at beginning of year2016-06-30$4,061,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$2,149
Total interest from all sources2016-06-30$2,252
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$82,607
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$82,607
Administrative expenses professional fees incurred2016-06-30$2,149
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
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
Contributions received from participants2016-06-30$180,785
Participant contributions at end of year2016-06-30$84,008
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$324,888
Other income not declared elsewhere2016-06-30$33,671
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$283,111
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,603,135
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,061,685
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$6,216,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$2,631,898
Value of interest in pooled separate accounts at end of year2016-06-30$293,108
Value of interest in pooled separate accounts at beginning of year2016-06-30$240,955
Interest on participant loans2016-06-30$2,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,009,046
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$901,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$71,967
Net investment gain/loss from pooled separate accounts2016-06-30$21,674
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
Employer contributions (assets) at beginning of year2016-06-30$287,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$432,584
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
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 name2016-06-30ELLIOTT DAVIS DECOSIMO LLC
Accountancy firm EIN2016-06-30570381582
2015 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$461,782
Total of all expenses incurred2015-06-30$173,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$173,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$299,123
Value of total assets at end of year2015-06-30$4,061,685
Value of total assets at beginning of year2015-06-30$3,773,153
Total interest from all sources2015-06-30$34,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
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$11,467
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$288,532
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,061,685
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,773,153
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$2,631,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$2,215,394
Value of interest in pooled separate accounts at end of year2015-06-30$240,955
Value of interest in pooled separate accounts at beginning of year2015-06-30$212,470
Interest on participant loans2015-06-30$5
Interest earned on other investments2015-06-30$34,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$901,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,034,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$105,491
Net investment gain/loss from pooled separate accounts2015-06-30$22,967
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
Contributions received in cash from employer2015-06-30$287,656
Employer contributions (assets) at end of year2015-06-30$287,656
Employer contributions (assets) at beginning of year2015-06-30$310,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$173,250
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
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 name2015-06-30ELLIOTT DAVIS DECOSIMO LLC/PLLC
Accountancy firm EIN2015-06-30570381582
2014 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$744,702
Total of all expenses incurred2014-06-30$302,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$302,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$315,250
Value of total assets at end of year2014-06-30$3,773,153
Value of total assets at beginning of year2014-06-30$3,331,147
Total interest from all sources2014-06-30$33,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
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$4,907
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$442,006
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,773,153
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,331,147
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$2,215,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$1,808,499
Value of interest in pooled separate accounts at end of year2014-06-30$212,470
Value of interest in pooled separate accounts at beginning of year2014-06-30$197,510
Interest on participant loans2014-06-30$5
Interest earned on other investments2014-06-30$33,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,034,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,016,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$374,908
Net investment gain/loss from pooled separate accounts2014-06-30$21,236
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$310,343
Employer contributions (assets) at end of year2014-06-30$310,343
Employer contributions (assets) at beginning of year2014-06-30$308,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$302,696
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
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 name2014-06-30ELLIOTT DAVIS DECOSIMO LLC/PLLC
Accountancy firm EIN2014-06-30570381582
2013 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$682,106
Total of all expenses incurred2013-06-30$118,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$118,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$405,846
Value of total assets at end of year2013-06-30$3,331,147
Value of total assets at beginning of year2013-06-30$2,767,225
Total interest from all sources2013-06-30$30,584
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30No
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$96,819
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$563,922
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,331,147
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,767,225
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$1,808,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$1,499,963
Value of interest in pooled separate accounts at end of year2013-06-30$197,510
Value of interest in pooled separate accounts at beginning of year2013-06-30$173,939
Interest earned on other investments2013-06-30$30,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,016,868
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$817,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$230,242
Net investment gain/loss from pooled separate accounts2013-06-30$15,434
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
Contributions received in cash from employer2013-06-30$309,027
Employer contributions (assets) at end of year2013-06-30$308,270
Employer contributions (assets) at beginning of year2013-06-30$276,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$118,184
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
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 name2013-06-30DERRICK, STUBBS & STITH, L.L.P.
Accountancy firm EIN2013-06-30570306533
2012 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$321,605
Total of all expenses incurred2012-06-30$159,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$159,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$277,407
Value of total assets at end of year2012-06-30$2,767,225
Value of total assets at beginning of year2012-06-30$2,605,595
Total interest from all sources2012-06-30$25,750
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30No
If this is an individual account plan, was there a blackout period2012-06-30No
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$161,630
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,767,225
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,605,595
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$1,499,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,447,353
Value of interest in pooled separate accounts at end of year2012-06-30$173,939
Value of interest in pooled separate accounts at beginning of year2012-06-30$149,251
Interest earned on other investments2012-06-30$25,750
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$817,273
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$721,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$1,348
Net investment gain/loss from pooled separate accounts2012-06-30$17,100
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$277,407
Employer contributions (assets) at end of year2012-06-30$276,050
Employer contributions (assets) at beginning of year2012-06-30$287,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$159,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
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 name2012-06-30DERRICK, STUBBS & STITH, L.L.P.
Accountancy firm EIN2012-06-30570306533
2011 : SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$620,677
Total of all expenses incurred2011-06-30$104,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$104,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$309,366
Value of total assets at end of year2011-06-30$2,317,687
Value of total assets at beginning of year2011-06-30$1,801,415
Total interest from all sources2011-06-30$21,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30No
If this is an individual account plan, was there a blackout period2011-06-30No
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$516,272
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,317,687
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$1,801,415
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$1,447,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$1,065,415
Value of interest in pooled separate accounts at end of year2011-06-30$149,251
Value of interest in pooled separate accounts at beginning of year2011-06-30$118,477
Interest earned on other investments2011-06-30$21,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$721,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$617,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$266,694
Net investment gain/loss from pooled separate accounts2011-06-30$23,458
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$309,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$104,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
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 name2011-06-30DERRICK, STUBS & STITH, L.L.P.
Accountancy firm EIN2011-06-30570306533

Form 5500 Responses for SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN

2021: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION 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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
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: SC STUDENT LOAN CORPORATION 403(B) DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
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 number365020
Policy instance 3
Insurance contract or identification number365020
Number of Individuals Covered49
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 number365019
Policy instance 2
Insurance contract or identification number365019
Number of Individuals Covered19
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809850A
Policy instance 1
Insurance contract or identification number809850A
Number of Individuals Covered7
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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 Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809850A
Policy instance 1
Insurance contract or identification number809850A
Number of Individuals Covered7
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 Administration1
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?No
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 number365019
Policy instance 2
Insurance contract or identification number365019
Number of Individuals Covered23
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
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 number365020
Policy instance 3
Insurance contract or identification number365020
Number of Individuals Covered67
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 number365020
Policy instance 3
Insurance contract or identification number365020
Number of Individuals Covered74
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 number365019
Policy instance 2
Insurance contract or identification number365019
Number of Individuals Covered24
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809850A
Policy instance 1
Insurance contract or identification number809850A
Number of Individuals Covered6
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 Administration1
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?No
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 number365020
Policy instance 3
Insurance contract or identification number365020
Number of Individuals Covered79
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 number365019
Policy instance 2
Insurance contract or identification number365019
Number of Individuals Covered27
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809850A
Policy instance 1
Insurance contract or identification number809850A
Number of Individuals Covered7
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 Administration1
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?No
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 number365020
Policy instance 3
Insurance contract or identification number365020
Number of Individuals Covered85
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 number365019
Policy instance 2
Insurance contract or identification number365019
Number of Individuals Covered29
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809850A
Policy instance 1
Insurance contract or identification number809850A
Number of Individuals Covered8
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 Administration1
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?No
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809850A
Policy instance 1
Insurance contract or identification number809850A
Number of Individuals Covered145
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 Administration1
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?No
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 number365019
Policy instance 2
Insurance contract or identification number365019
Number of Individuals Covered41
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 number365020
Policy instance 3
Insurance contract or identification number365020
Number of Individuals Covered102
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 number365020
Policy instance 1
Insurance contract or identification number365020
Number of Individuals Covered209
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
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 number365020
Policy instance 1
Insurance contract or identification number365020
Number of Individuals Covered206
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
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 number365020
Policy instance 1
Insurance contract or identification number365020
Number of Individuals Covered198
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
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 number365020
Policy instance 1
Insurance contract or identification number365020
Number of Individuals Covered205
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
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 number365020
Policy instance 1
Insurance contract or identification number365020
Number of Individuals Covered213
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
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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