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TIAA-CREF ERISA data for Form 5500 for 401k plans


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Guest DK Ellerson
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Is anyone familiar with the ERISA Data for Qualified Plans reports that is furnished by TIAA-CREF for Form 5500 reporting? I'm having trouble determining what the end of the year plan liabilities are based on the data provided. I'm not sure which portion of the report would provide me with those figures. There is nothing clear cut. They provide a Filing Summary for Schedule I, but this information is not contained in the summary.

Any help would be greatly appreciated. Thanks.

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