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ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 401k Plan overview

Plan NameROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN
Plan identification number 001

ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC.
Employer identification number (EIN):200267588
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARVELYN THOMAS
0012016-01-01MARVELYN THOMAS
0012015-01-01MARVELYN THOMAS
0012014-01-01MARVELYN THOMAS
0012013-01-01MARVELYN THOMAS
0012012-01-01MARVELYN THOMAS
0012011-01-01MARVELYN THOMAS
0012009-01-01MARVELYN THOMAS MARVELYN THOMAS2010-10-14

Plan Statistics for ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN

401k plan membership statisitcs for ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN

Measure Date Value
2023: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01133
Total number of active participants reported on line 7a of the Form 55002023-01-0156
Number of other retired or separated participants entitled to future benefits2023-01-0169
Total of all active and inactive participants2023-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01127
Number of participants with account balances2023-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01132
Total number of active participants reported on line 7a of the Form 55002022-01-0158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0168
Total of all active and inactive participants2022-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01133
Number of participants with account balances2022-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01128
Total number of active participants reported on line 7a of the Form 55002021-01-0162
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-01132
Number of participants with account balances2021-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01129
Total number of active participants reported on line 7a of the Form 55002020-01-0166
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01128
Number of participants with account balances2020-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01129
Total number of active participants reported on line 7a of the Form 55002019-01-0163
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01129
Number of participants with account balances2019-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-0166
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0162
Total of all active and inactive participants2018-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01129
Number of participants with account balances2018-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-0168
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0165
Total of all active and inactive participants2017-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01134
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01126
Total number of active participants reported on line 7a of the Form 55002016-01-0170
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01140
Number of participants with account balances2016-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01128
Total number of active participants reported on line 7a of the Form 55002015-01-0160
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0163
Total of all active and inactive participants2015-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01126
Number of participants with account balances2015-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01142
Total number of active participants reported on line 7a of the Form 55002014-01-0166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01128
Number of participants with account balances2014-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-0175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0164
Total of all active and inactive participants2013-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01142
Number of participants with account balances2013-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01138
Total number of active participants reported on line 7a of the Form 55002012-01-0186
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0161
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01149
Number of participants with account balances2012-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01105
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01138
Number of participants with account balances2011-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01118
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01122
Number of participants with account balances2009-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN

Measure Date Value
2023 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,628,057
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$569,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$568,189
Expenses. Certain deemed distributions of participant loans2023-12-31$1,388
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$548,625
Value of total assets at end of year2023-12-31$8,971,883
Value of total assets at beginning of year2023-12-31$7,913,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$150
Total interest from all sources2023-12-31$110,684
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$257,199
Participant contributions at end of year2023-12-31$36,760
Participant contributions at beginning of year2023-12-31$13,744
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$122,687
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,058,330
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,971,883
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,913,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$6,367,721
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$5,011,995
Value of interest in pooled separate accounts at end of year2023-12-31$381,637
Value of interest in pooled separate accounts at beginning of year2023-12-31$436,505
Interest on participant loans2023-12-31$1,946
Interest earned on other investments2023-12-31$108,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,185,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,451,309
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$332,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,028,483
Net investment gain/loss from pooled separate accounts2023-12-31$-59,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$168,739
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$235,586
Contract administrator fees2023-12-31$150
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SMITH & HOWARD, PC
Accountancy firm EIN2023-12-31581250486
2022 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$321,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-556,662
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$409,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$408,969
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$399,139
Value of total assets at end of year2022-12-31$7,913,553
Value of total assets at beginning of year2022-12-31$8,557,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$125
Total interest from all sources2022-12-31$100,617
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$237,482
Participant contributions at end of year2022-12-31$13,744
Participant contributions at beginning of year2022-12-31$6,561
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$8,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-965,756
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,913,553
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,557,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,011,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,819,765
Value of interest in pooled separate accounts at end of year2022-12-31$436,505
Value of interest in pooled separate accounts at beginning of year2022-12-31$346,777
Interest on participant loans2022-12-31$458
Interest earned on other investments2022-12-31$100,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,451,309
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,370,363
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$121,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,089,530
Net investment gain/loss from pooled separate accounts2022-12-31$33,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$161,657
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$5,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$287,328
Contract administrator fees2022-12-31$125
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SMITH & HOWARD, PC
Accountancy firm EIN2022-12-31581250486
2021 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,254,966
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$206,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$206,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$367,546
Value of total assets at end of year2021-12-31$8,557,958
Value of total assets at beginning of year2021-12-31$7,509,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$200
Total interest from all sources2021-12-31$81,862
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$195,487
Participant contributions at end of year2021-12-31$6,561
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$8,879
Participant contributions at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,048,135
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,557,958
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,509,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,819,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,903,357
Value of interest in pooled separate accounts at end of year2021-12-31$346,777
Value of interest in pooled separate accounts at beginning of year2021-12-31$281,293
Interest on participant loans2021-12-31$107
Interest earned on other investments2021-12-31$81,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,370,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,325,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$753,904
Net investment gain/loss from pooled separate accounts2021-12-31$51,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$172,059
Employer contributions (assets) at end of year2021-12-31$5,613
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$206,631
Contract administrator fees2021-12-31$200
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SMITH & HOWARD, PC
Accountancy firm EIN2021-12-31581250486
2020 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,140,494
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$259,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$259,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$350,064
Value of total assets at end of year2020-12-31$7,509,823
Value of total assets at beginning of year2020-12-31$6,628,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$88,589
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$197,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$880,888
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,509,823
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,628,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,903,357
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,214,804
Value of interest in pooled separate accounts at end of year2020-12-31$281,293
Value of interest in pooled separate accounts at beginning of year2020-12-31$244,359
Interest earned on other investments2020-12-31$88,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,325,173
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,169,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$703,815
Net investment gain/loss from pooled separate accounts2020-12-31$-1,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$152,891
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$259,606
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SMITH & HOWARD, PC
Accountancy firm EIN2020-12-31581250486
2019 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,190,358
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$589,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$589,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$314,242
Value of total assets at end of year2019-12-31$6,628,935
Value of total assets at beginning of year2019-12-31$6,027,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$86,506
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$172,288
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$600,955
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,628,935
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,027,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,214,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,540,926
Value of interest in pooled separate accounts at end of year2019-12-31$244,359
Value of interest in pooled separate accounts at beginning of year2019-12-31$230,896
Interest earned on other investments2019-12-31$86,506
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,169,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,256,158
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$103,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$776,285
Net investment gain/loss from pooled separate accounts2019-12-31$13,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$141,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$485,986
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH & HOWARD, PC
Accountancy firm EIN2019-12-31581250486
2018 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$180,702
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$517,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$517,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$336,145
Value of total assets at end of year2018-12-31$6,027,980
Value of total assets at beginning of year2018-12-31$6,364,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$89,088
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$187,022
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-336,884
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,027,980
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,364,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,540,926
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,924,800
Value of interest in pooled separate accounts at end of year2018-12-31$230,896
Value of interest in pooled separate accounts at beginning of year2018-12-31$249,084
Interest earned on other investments2018-12-31$89,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,256,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,190,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-255,664
Net investment gain/loss from pooled separate accounts2018-12-31$11,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$149,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$517,586
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SMITH & HOWARD, PC
Accountancy firm EIN2018-12-31581250486
2017 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$971,818
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$171,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$171,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$320,987
Value of total assets at end of year2017-12-31$6,364,864
Value of total assets at beginning of year2017-12-31$5,564,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$86,990
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$186,701
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$800,561
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,364,864
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,564,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,924,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,162,165
Value of interest in pooled separate accounts at end of year2017-12-31$249,084
Value of interest in pooled separate accounts at beginning of year2017-12-31$223,306
Interest earned on other investments2017-12-31$86,990
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,190,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,178,832
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$13,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$553,728
Net investment gain/loss from pooled separate accounts2017-12-31$10,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$134,286
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$157,285
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SMITH & HOWARD, PC
Accountancy firm EIN2017-12-31581250486
2016 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,130,489
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$230,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$230,193
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$858,998
Value of total assets at end of year2016-12-31$5,564,303
Value of total assets at beginning of year2016-12-31$4,664,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$89,533
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$181,499
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$546,000
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$900,296
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,564,303
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,664,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,162,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,417,852
Value of interest in pooled separate accounts at end of year2016-12-31$223,306
Value of interest in pooled separate accounts at beginning of year2016-12-31$182,718
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$89,533
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,178,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,063,437
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$171,991
Net investment gain/loss from pooled separate accounts2016-12-31$9,967
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$131,499
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$230,193
Contract administrator fees2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SMITH & HOWARD, PC
Accountancy firm EIN2016-12-31581250486
2015 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$369,441
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$395,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$395,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$286,451
Value of total assets at end of year2015-12-31$4,664,007
Value of total assets at beginning of year2015-12-31$4,689,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$82,998
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$155,813
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-25,782
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,664,007
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,689,789
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,417,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,516,922
Value of interest in pooled separate accounts at end of year2015-12-31$182,718
Value of interest in pooled separate accounts at beginning of year2015-12-31$166,847
Interest earned on other investments2015-12-31$82,998
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,063,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,006,020
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$86,651
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,979
Net investment gain/loss from pooled separate accounts2015-12-31$13,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$130,638
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$308,572
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SMITH & HOWARD, PC
Accountancy firm EIN2015-12-31581250486
2014 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$574,097
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$421,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$421,973
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$306,963
Value of total assets at end of year2014-12-31$4,689,789
Value of total assets at beginning of year2014-12-31$4,537,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$88,233
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$167,316
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$152,124
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,689,789
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,537,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,516,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,298,093
Value of interest in pooled separate accounts at end of year2014-12-31$166,847
Value of interest in pooled separate accounts at beginning of year2014-12-31$140,884
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$88,233
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,006,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,098,688
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$70,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$160,965
Net investment gain/loss from pooled separate accounts2014-12-31$17,936
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$139,647
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$351,659
Contract administrator fees2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SMITH & HOWARD, PC
Accountancy firm EIN2014-12-31581250486
2013 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$775,044
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$209,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$209,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$295,750
Value of total assets at end of year2013-12-31$4,537,665
Value of total assets at beginning of year2013-12-31$3,972,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$84,139
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$166,841
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$8,929
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$565,325
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,537,665
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,972,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,298,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,829,024
Value of interest in pooled separate accounts at end of year2013-12-31$140,884
Value of interest in pooled separate accounts at beginning of year2013-12-31$111,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$84,139
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,098,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,018,220
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$383,631
Net investment gain/loss from pooled separate accounts2013-12-31$11,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$127,353
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$4,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$209,719
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SMITH & HOWARD, PC
Accountancy firm EIN2013-12-31581250486
2012 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$582,712
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$190,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$190,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$289,410
Value of total assets at end of year2012-12-31$3,972,340
Value of total assets at beginning of year2012-12-31$3,579,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$79,310
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$156,062
Participant contributions at end of year2012-12-31$8,929
Participant contributions at beginning of year2012-12-31$6,111
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$8,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$392,637
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,972,340
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,579,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,829,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,589,901
Value of interest in pooled separate accounts at end of year2012-12-31$111,340
Value of interest in pooled separate accounts at beginning of year2012-12-31$88,511
Interest earned on other investments2012-12-31$79,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,018,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,889,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$204,413
Net investment gain/loss from pooled separate accounts2012-12-31$9,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$125,348
Employer contributions (assets) at end of year2012-12-31$4,827
Employer contributions (assets) at beginning of year2012-12-31$5,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$190,075
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SMITH & HOWARD, PC
Accountancy firm EIN2012-12-31581250486
2011 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$328,519
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$176,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$176,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$262,257
Value of total assets at end of year2011-12-31$3,579,703
Value of total assets at beginning of year2011-12-31$3,427,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$74,393
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$141,371
Participant contributions at end of year2011-12-31$6,111
Participant contributions at beginning of year2011-12-31$4,656
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,200
Other income not declared elsewhere2011-12-31$778
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$152,419
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,579,703
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,427,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,589,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,577,886
Value of interest in pooled separate accounts at end of year2011-12-31$88,511
Value of interest in pooled separate accounts at beginning of year2011-12-31$71,936
Interest earned on other investments2011-12-31$74,393
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,889,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,769,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,616
Net investment gain/loss from pooled separate accounts2011-12-31$9,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$119,686
Employer contributions (assets) at end of year2011-12-31$5,280
Employer contributions (assets) at beginning of year2011-12-31$3,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$176,100
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SMITH & HOWARD, PC
Accountancy firm EIN2011-12-31581250486
2010 : ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$227,165
Total unrealized appreciation/depreciation of assets2010-12-31$227,165
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$474,346
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$325,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$325,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$233,437
Value of total assets at end of year2010-12-31$3,427,284
Value of total assets at beginning of year2010-12-31$3,278,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$13,744
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$123,888
Participant contributions at end of year2010-12-31$4,656
Participant contributions at beginning of year2010-12-31$4,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$149,204
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,427,284
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,278,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,577,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,534,611
Value of interest in pooled separate accounts at end of year2010-12-31$71,936
Value of interest in pooled separate accounts at beginning of year2010-12-31$56,226
Interest earned on other investments2010-12-31$13,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,769,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,679,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$109,549
Employer contributions (assets) at end of year2010-12-31$3,600
Employer contributions (assets) at beginning of year2010-12-31$3,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$325,142
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH & HOWARD, PC
Accountancy firm EIN2010-12-31581250486

Form 5500 Responses for ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN

2023: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ROBERT W WOODRUFF LIBRARY OF THE ATLANTA UNIVERSITY CENTER, INC. - TRADITIONAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered120
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered124
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered126
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered126
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered131
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered120
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Insurance broker organization code?3
Insurance broker nameN/A
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered123
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Insurance broker organization code?3
Insurance broker nameN/A
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered126
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Insurance broker organization code?3
Insurance broker nameN/A
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered130
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Insurance broker organization code?3
Insurance broker nameN/A
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered121
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 number314204
Policy instance 1
Insurance contract or identification number314204
Number of Individuals Covered110
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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