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TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 401k Plan overview

Plan NameTIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY
Plan identification number 001

TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

WILKES UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:WILKES UNIVERSITY
Employer identification number (EIN):240795506
NAIC Classification:611000

Additional information about WILKES UNIVERSITY

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 390160

More information about WILKES UNIVERSITY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY

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
0012018-01-01JOSEPH P. HOUSENICK LORREN D. PRESCOTT JR.2019-07-23
0012018-01-01
0012017-01-01JOSEPH P. HOUSENICK LOREN D. PRESCOTT JR.2018-10-02
0012016-01-01JOSEPH P. HOUSENICK LOREN D. PRESCOTT JR.2017-10-10
0012015-01-01JOSEPH P. HOUSENICK LOREN D. PRESCOTT JR.2016-08-31
0012014-01-01JOSEPH P. HOUSENICK LOREN D. PRESCOTT JR.2015-07-21
0012013-01-01JOSEPH P. HOUSENICK LOREN D. PRESCOTT JR.2014-08-27
0012012-01-01JOSEPH P. HOUSENICK LOREN D. PRESCOTT JR.2013-08-05
0012011-01-01JOSEPH P. HOUSENICK LOREN D. PRESCOTT JR.2012-10-11
0012009-01-01JOSEPH P. HOUSENICK JANET M. KOBYLSKI2010-10-14
0012009-01-01JOSEPH P. HOUSENICK JANET M. KOBYLSKI2010-10-14

Plan Statistics for TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY

401k plan membership statisitcs for TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY

Measure Date Value
2023: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2023 401k membership
Total participants, beginning-of-year2023-01-011,199
Total number of active participants reported on line 7a of the Form 55002023-01-01622
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01571
Total of all active and inactive participants2023-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0110
Total participants2023-01-011,203
Number of participants with account balances2023-01-011,182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-018
2022: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2022 401k membership
Total participants, beginning-of-year2022-01-011,127
Total number of active participants reported on line 7a of the Form 55002022-01-01546
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01574
Total of all active and inactive participants2022-01-011,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0136
Total participants2022-01-011,156
Number of participants with account balances2022-01-011,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2021 401k membership
Total participants, beginning-of-year2021-01-011,121
Total number of active participants reported on line 7a of the Form 55002021-01-01544
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01553
Total of all active and inactive participants2021-01-011,097
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0132
Total participants2021-01-011,129
Number of participants with account balances2021-01-011,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2020 401k membership
Total participants, beginning-of-year2020-01-011,159
Total number of active participants reported on line 7a of the Form 55002020-01-01575
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01538
Total of all active and inactive participants2020-01-011,113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-018
Total participants2020-01-011,121
Number of participants with account balances2020-01-011,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2019 401k membership
Total participants, beginning-of-year2019-01-011,117
Total number of active participants reported on line 7a of the Form 55002019-01-01616
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01535
Total of all active and inactive participants2019-01-011,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-018
Total participants2019-01-011,159
Number of participants with account balances2019-01-011,114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2018 401k membership
Total participants, beginning-of-year2018-01-011,046
Total number of active participants reported on line 7a of the Form 55002018-01-01583
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01527
Total of all active and inactive participants2018-01-011,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-011,117
Number of participants with account balances2018-01-011,069
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2017 401k membership
Total participants, beginning-of-year2017-01-011,003
Total number of active participants reported on line 7a of the Form 55002017-01-01510
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01528
Total of all active and inactive participants2017-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-011,046
Number of participants with account balances2017-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2016 401k membership
Total participants, beginning-of-year2016-01-01999
Total number of active participants reported on line 7a of the Form 55002016-01-01483
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01513
Total of all active and inactive participants2016-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-011,003
Number of participants with account balances2016-01-01998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2015 401k membership
Total participants, beginning-of-year2015-01-01978
Total number of active participants reported on line 7a of the Form 55002015-01-01471
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01516
Total of all active and inactive participants2015-01-01987
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0112
Total participants2015-01-01999
Number of participants with account balances2015-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2014 401k membership
Total participants, beginning-of-year2014-01-01971
Total number of active participants reported on line 7a of the Form 55002014-01-01430
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01544
Total of all active and inactive participants2014-01-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-01979
Number of participants with account balances2014-01-01975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2013 401k membership
Total participants, beginning-of-year2013-01-01988
Total number of active participants reported on line 7a of the Form 55002013-01-01427
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01543
Total of all active and inactive participants2013-01-01970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01976
Number of participants with account balances2013-01-01967
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2012 401k membership
Total participants, beginning-of-year2012-01-01990
Total number of active participants reported on line 7a of the Form 55002012-01-01442
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01544
Total of all active and inactive participants2012-01-01986
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01988
Number of participants with account balances2012-01-01981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2011 401k membership
Total participants, beginning-of-year2011-01-011,019
Total number of active participants reported on line 7a of the Form 55002011-01-01467
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01521
Total of all active and inactive participants2011-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01990
Number of participants with account balances2011-01-01982
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2009 401k membership
Total participants, beginning-of-year2009-01-01957
Total number of active participants reported on line 7a of the Form 55002009-01-01831
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01134
Total of all active and inactive participants2009-01-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-013
Total participants2009-01-01968
Number of participants with account balances2009-01-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY

Measure Date Value
2023 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$41,655,095
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$32,095,223
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$10,318,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$10,211,572
Expenses. Certain deemed distributions of participant loans2023-12-31$28,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,408,748
Value of total assets at end of year2023-12-31$205,033,107
Value of total assets at beginning of year2023-12-31$141,601,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$78,946
Total interest from all sources2023-12-31$2,362,713
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,263,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,263,497
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
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$2,816,992
Participant contributions at end of year2023-12-31$370,315
Participant contributions at beginning of year2023-12-31$203,363
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$278,391
Other income not declared elsewhere2023-12-31$95,189
Administrative expenses (other) incurred2023-12-31$45,668
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$21,776,470
Value of net assets at end of year (total assets less liabilities)2023-12-31$205,033,107
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$141,601,542
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$146,895,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$91,575,416
Value of interest in pooled separate accounts at end of year2023-12-31$5,876,019
Value of interest in pooled separate accounts at beginning of year2023-12-31$5,678,416
Interest on participant loans2023-12-31$20,892
Interest earned on other investments2023-12-31$2,341,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$51,890,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$44,144,347
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$1,265,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$22,912,637
Net investment gain/loss from pooled separate accounts2023-12-31$-947,561
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 contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,313,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,945,618
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 name2023-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2023-12-31251408703
2022 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$19,037
Total income from all sources (including contributions)2022-12-31$-14,619,302
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,966,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,883,298
Expenses. Certain deemed distributions of participant loans2022-12-31$11,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,427,920
Value of total assets at end of year2022-12-31$141,601,542
Value of total assets at beginning of year2022-12-31$163,206,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$71,386
Total interest from all sources2022-12-31$1,777,290
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,551,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,551,027
Administrative expenses professional fees incurred2022-12-31$69,761
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$1,473,161
Participant contributions at end of year2022-12-31$203,363
Participant contributions at beginning of year2022-12-31$126,868
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$497,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$19,037
Other income not declared elsewhere2022-12-31$117,987
Administrative expenses (other) incurred2022-12-31$1,625
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,585,630
Value of net assets at end of year (total assets less liabilities)2022-12-31$141,601,542
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$163,187,172
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$91,575,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$114,031,426
Value of interest in pooled separate accounts at end of year2022-12-31$5,678,416
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,303,221
Interest on participant loans2022-12-31$8,618
Interest earned on other investments2022-12-31$1,768,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$44,144,347
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$43,744,694
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$567,988
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-23,928,492
Net investment gain/loss from pooled separate accounts2022-12-31$434,966
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,457,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,315,310
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 name2022-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2022-12-31251408703
2021 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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$19,037
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$22,283,852
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,273,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,219,244
Expenses. Certain deemed distributions of participant loans2021-12-31$5,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,782,819
Value of total assets at end of year2021-12-31$163,206,209
Value of total assets at beginning of year2021-12-31$148,176,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$48,761
Total interest from all sources2021-12-31$1,527,342
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,064,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,064,581
Administrative expenses professional fees incurred2021-12-31$47,661
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$1,474,640
Participant contributions at end of year2021-12-31$126,868
Participant contributions at beginning of year2021-12-31$27,529
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$55,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$19,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$126,375
Administrative expenses (other) incurred2021-12-31$1,100
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$15,010,839
Value of net assets at end of year (total assets less liabilities)2021-12-31$163,187,172
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$148,176,333
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$114,031,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$99,583,927
Value of interest in pooled separate accounts at end of year2021-12-31$5,303,221
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,460,027
Interest on participant loans2021-12-31$5,215
Interest earned on other investments2021-12-31$1,522,127
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$43,744,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$44,104,850
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$1,147,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$10,985,459
Net investment gain/loss from pooled separate accounts2021-12-31$797,276
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,252,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,071,410
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2021-12-31251408703
2020 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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$20,803,763
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,209,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,176,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,492,601
Value of total assets at end of year2020-12-31$148,176,333
Value of total assets at beginning of year2020-12-31$132,582,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$33,064
Total interest from all sources2020-12-31$1,698,260
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,164,352
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,164,352
Administrative expenses professional fees incurred2020-12-31$33,064
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$1,533,724
Participant contributions at end of year2020-12-31$27,529
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$89,205
Other income not declared elsewhere2020-12-31$96,212
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$15,594,301
Value of net assets at end of year (total assets less liabilities)2020-12-31$148,176,333
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$132,582,032
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$99,583,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,766,869
Value of interest in pooled separate accounts at end of year2020-12-31$4,460,027
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,824,336
Interest on participant loans2020-12-31$128
Interest earned on other investments2020-12-31$1,698,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$44,104,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$42,990,827
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$717,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,392,987
Net investment gain/loss from pooled separate accounts2020-12-31$-40,649
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$1,869,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,458,571
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 name2020-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2020-12-31251408703
2019 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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$23,317,876
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,594,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,525,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,640,987
Value of total assets at end of year2019-12-31$132,582,032
Value of total assets at beginning of year2019-12-31$113,858,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$69,627
Total interest from all sources2019-12-31$1,655,285
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,489,563
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,489,563
Administrative expenses professional fees incurred2019-12-31$69,627
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
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$1,618,505
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$235,292
Other income not declared elsewhere2019-12-31$105,111
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$18,723,142
Value of net assets at end of year (total assets less liabilities)2019-12-31$132,582,032
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$113,858,890
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$84,766,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$68,181,249
Value of interest in pooled separate accounts at end of year2019-12-31$4,824,336
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,481,107
Interest earned on other investments2019-12-31$1,655,285
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$42,990,827
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$41,196,534
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$280,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,175,656
Net investment gain/loss from pooled separate accounts2019-12-31$251,274
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$2,787,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,244,602
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 name2019-12-31SCHNEIDER DOWNS & CO. INC.
Accountancy firm EIN2019-12-31251408703
2018 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,820
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$577,150
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,412,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,369,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,360,132
Value of total assets at end of year2018-12-31$113,858,890
Value of total assets at beginning of year2018-12-31$118,692,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$42,767
Total interest from all sources2018-12-31$1,668,354
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,563,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,563,686
Administrative expenses professional fees incurred2018-12-31$42,252
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,518,196
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$225,005
Other income not declared elsewhere2018-12-31$72,873
Administrative expenses (other) incurred2018-12-31$515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,835,106
Value of net assets at end of year (total assets less liabilities)2018-12-31$113,858,890
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$118,692,176
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$68,181,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$74,912,056
Value of interest in pooled separate accounts at end of year2018-12-31$4,481,107
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,188,461
Interest earned on other investments2018-12-31$1,668,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$41,196,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$39,591,659
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,290,356
Net investment gain/loss from pooled separate accounts2018-12-31$202,461
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$2,616,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,369,489
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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$18,294,445
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,586,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,535,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,889,930
Value of total assets at end of year2017-12-31$118,692,176
Value of total assets at beginning of year2017-12-31$104,984,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$50,863
Total interest from all sources2017-12-31$1,547,853
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,290,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,290,578
Administrative expenses professional fees incurred2017-12-31$19,031
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$1,410,635
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$23,371
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$46,053
Other income not declared elsewhere2017-12-31$50,522
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$13,708,112
Value of net assets at end of year (total assets less liabilities)2017-12-31$118,692,176
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$104,984,064
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
Investment advisory and management fees2017-12-31$31,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$74,912,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$63,594,944
Value of interest in pooled separate accounts at end of year2017-12-31$4,188,461
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,828,490
Interest earned on other investments2017-12-31$1,547,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$39,591,659
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$37,494,755
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$81,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$11,343,818
Net investment gain/loss from pooled separate accounts2017-12-31$171,744
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$2,433,242
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$42,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,453,976
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$10,133,523
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,187,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,157,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,780,446
Value of total assets at end of year2016-12-31$104,984,064
Value of total assets at beginning of year2016-12-31$100,038,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$29,932
Total interest from all sources2016-12-31$1,612,662
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$866,018
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$866,018
Administrative expenses professional fees incurred2016-12-31$11,356
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$1,378,489
Participant contributions at end of year2016-12-31$23,371
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$29,392
Other income not declared elsewhere2016-12-31$14,783
Administrative expenses (other) incurred2016-12-31$1
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$4,945,706
Value of net assets at end of year (total assets less liabilities)2016-12-31$104,984,064
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$100,038,358
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$18,575
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$63,594,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$60,079,147
Value of interest in pooled separate accounts at end of year2016-12-31$3,828,490
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,835,166
Interest earned on other investments2016-12-31$1,612,662
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$37,494,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$36,124,045
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$629,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,669,787
Net investment gain/loss from pooled separate accounts2016-12-31$189,827
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$2,372,565
Employer contributions (assets) at end of year2016-12-31$42,504
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$4,528,492
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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$6,087,553
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,982,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,951,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,440,541
Value of total assets at end of year2015-12-31$100,038,358
Value of total assets at beginning of year2015-12-31$100,933,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,877
Total interest from all sources2015-12-31$1,518,554
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,035,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,035,260
Administrative expenses professional fees incurred2015-12-31$1,998
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$1,295,169
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$906,720
Other income not declared elsewhere2015-12-31$44,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-894,718
Value of net assets at end of year (total assets less liabilities)2015-12-31$100,038,358
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$100,933,076
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
Investment advisory and management fees2015-12-31$28,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$60,079,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$60,904,615
Value of interest in pooled separate accounts at end of year2015-12-31$3,835,166
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,415,868
Interest earned on other investments2015-12-31$1,518,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$36,124,045
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$36,612,593
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,098,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,238,004
Net investment gain/loss from pooled separate accounts2015-12-31$286,656
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$2,238,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,852,472
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$9,020,546
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,310,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$6,309,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,400,217
Value of total assets at end of year2014-12-31$100,933,076
Value of total assets at beginning of year2014-12-31$98,222,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$370
Total interest from all sources2014-12-31$1,571,828
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$864,165
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$864,165
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$1,208,271
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$115,997
Administrative expenses (other) incurred2014-12-31$370
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$2,710,247
Value of net assets at end of year (total assets less liabilities)2014-12-31$100,933,076
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$98,222,829
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$60,904,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$58,772,445
Value of interest in pooled separate accounts at end of year2014-12-31$3,415,868
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,981,434
Interest earned on other investments2014-12-31$1,571,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$36,612,593
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$36,468,950
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$961,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,816,813
Net investment gain/loss from pooled separate accounts2014-12-31$367,523
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$2,075,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,348,715
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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$16,245,568
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,464,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,463,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,478,618
Value of total assets at end of year2013-12-31$98,222,829
Value of total assets at beginning of year2013-12-31$85,441,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$266
Total interest from all sources2013-12-31$1,489,620
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$733,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$733,009
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$1,186,455
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$156,906
Administrative expenses (other) incurred2013-12-31$266
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$12,781,522
Value of net assets at end of year (total assets less liabilities)2013-12-31$98,222,829
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$85,441,307
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$58,772,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$47,649,469
Value of interest in pooled separate accounts at end of year2013-12-31$2,981,434
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,467,915
Interest earned on other investments2013-12-31$1,489,620
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$36,468,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$35,323,923
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$618,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,291,865
Net investment gain/loss from pooled separate accounts2013-12-31$252,456
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$2,135,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,845,559
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 name2013-12-31PARENTEBEARD LLC
Accountancy firm EIN2013-12-31232932984
2012 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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$11,631,327
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,247,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,247,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,799,611
Value of total assets at end of year2012-12-31$85,441,307
Value of total assets at beginning of year2012-12-31$77,057,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$1,395,805
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$330,540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$330,540
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$1,203,932
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$110,913
Other income not declared elsewhere2012-12-31$34,265
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$8,383,834
Value of net assets at end of year (total assets less liabilities)2012-12-31$85,441,307
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$77,057,473
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$47,649,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$40,747,117
Value of interest in pooled separate accounts at end of year2012-12-31$2,467,915
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,096,721
Interest earned on other investments2012-12-31$1,395,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$35,323,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,213,635
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$599,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,851,997
Net investment gain/loss from pooled separate accounts2012-12-31$219,109
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$2,484,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,647,825
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 name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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$4,172,374
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,651,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,651,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,767,830
Value of total assets at end of year2011-12-31$77,057,473
Value of total assets at beginning of year2011-12-31$75,536,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$1,368,006
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$194,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$194,464
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$1,178,639
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$71,732
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$1,520,707
Value of net assets at end of year (total assets less liabilities)2011-12-31$77,057,473
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$75,536,766
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$40,747,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$40,884,452
Value of interest in pooled separate accounts at end of year2011-12-31$2,096,721
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,574,812
Interest earned on other investments2011-12-31$1,368,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,213,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$33,077,502
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,377,003
Net investment gain/loss from pooled separate accounts2011-12-31$219,077
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$2,517,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,647,842
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 name2011-12-31KPMG
Accountancy firm EIN2011-12-31135865207
2010 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$10,084,675
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,846,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,846,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,715,693
Value of total assets at end of year2010-12-31$75,536,766
Value of total assets at beginning of year2010-12-31$68,298,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$1,258,055
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$82,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$82,936
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$1,159,457
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$81,212
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$7,238,138
Value of net assets at end of year (total assets less liabilities)2010-12-31$75,536,766
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$68,298,628
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$40,884,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$34,591,224
Value of interest in pooled separate accounts at end of year2010-12-31$1,574,812
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,260,004
Interest earned on other investments2010-12-31$1,258,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$33,077,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$32,447,400
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,044,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,848,132
Net investment gain/loss from pooled separate accounts2010-12-31$179,859
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$2,475,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,802,338
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 name2010-12-31KPMG
Accountancy firm EIN2010-12-31135865207
2009 : TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY

2023: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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: TIAA-CREF RETIREMENT PLAN FOR FACULTY AND ADMIN OF WILKES UNIVERSITY 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 number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered746
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered738
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 number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered747
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered763
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered767
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered762
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered760
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered781
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered802
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered813
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered981
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with 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 number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered982
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 number103455
Policy instance 1
Insurance contract or identification number103455
Number of Individuals Covered960
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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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